Skip to content
Disclosery

Summit Financial, LLC: HLT position timeline

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

Summit Financial, LLC held 2,399 HLT 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 2,399 shares
    Change vs previous 13F +79 shares

    0.01% of the 13F portfolio, value $792,803.

    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 2,320 shares
    Change vs previous 13F +1,168 shares

    0.01% of the 13F portfolio, value $705,493.

    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 1,152 shares
    Change vs previous 13F +76 shares

    <0.01% of the 13F portfolio, value $330,912.

    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 1,076 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $279,157.

    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 1,111 shares
    Change vs previous 13F +143 shares

    0.01% of the 13F portfolio, value $295,904.

    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 968 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $220,268.

    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 928 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $229,364.

    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).