Summit Financial, LLC: HII position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on HII, newest first. How the timeline and the estimate are built.
Summit Financial, LLC held 967 HII shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 967 sharesChange vs previous 13F +58 shares
<0.01% of the 13F portfolio, value $270,760.
13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 909 sharesChange vs previous 13F -59 shares
<0.01% of the 13F portfolio, value $345,259.
13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 968 sharesChange vs previous 13F -30 shares
<0.01% of the 13F portfolio, value $329,327.
13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 998 sharesChange vs previous 13F +998 shares
<0.01% of the 13F portfolio, value $287,308.
13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -919 shares
13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 919 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $243,074.
13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).