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Disclosery

Summit Financial, LLC: HD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on HD, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 36,251 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,251 shares
    Change vs previous 13F -524 shares

    0.14% of the 13F portfolio, value $12,785,165.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,775 shares
    Change vs previous 13F +1,904 shares

    0.15% of the 13F portfolio, value $12,094,835.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,871 shares
    Change vs previous 13F +920 shares

    0.18% of the 13F portfolio, value $11,999,125.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,951 shares
    Change vs previous 13F +1,939 shares

    0.21% of the 13F portfolio, value $13,756,685.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,012 shares
    Change vs previous 13F +5,684 shares

    0.27% of the 13F portfolio, value $11,736,811.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,328 shares
    Change vs previous 13F +2,199 shares

    0.27% of the 13F portfolio, value $9,649,010.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,129 shares
    Change vs previous 13F +3,555 shares

    0.33% of the 13F portfolio, value $9,386,026.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,574 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,336,479.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).