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Disclosery

Summit Financial, LLC: HEFA position timeline

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

Summit Financial, LLC held 65,936 HEFA 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 65,936 shares
    Change vs previous 13F +18,057 shares

    0.03% of the 13F portfolio, value $3,094,066.

    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 47,879 shares
    Change vs previous 13F +3,343 shares

    0.03% of the 13F portfolio, value $2,034,636.

    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 44,536 shares
    Change vs previous 13F +971 shares

    0.03% of the 13F portfolio, value $1,842,011.

    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 43,565 shares
    Change vs previous 13F +1,689 shares

    0.03% of the 13F portfolio, value $1,725,610.

    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 41,876 shares
    Change vs previous 13F +1,090 shares

    0.04% of the 13F portfolio, value $1,589,619.

    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 40,786 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,480,124.

    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).