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Disclosery

Summit Financial, LLC: HPQ position timeline

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

Summit Financial, LLC held 19,025 HPQ 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 19,025 shares
    Change vs previous 13F +1,429 shares

    <0.01% of the 13F portfolio, value $422,983.

    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 17,596 shares
    Change vs previous 13F +2,014 shares

    <0.01% of the 13F portfolio, value $343,186.

    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 15,582 shares
    Change vs previous 13F +221 shares

    0.01% of the 13F portfolio, value $351,251.

    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 15,361 shares
    Change vs previous 13F +359 shares

    0.01% of the 13F portfolio, value $418,284.

    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 15,002 shares
    Change vs previous 13F +303 shares

    0.01% of the 13F portfolio, value $371,407.

    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 14,699 shares
    Change vs previous 13F +3,741 shares

    0.01% of the 13F portfolio, value $407,002.

    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 10,958 shares
    Change vs previous 13F +2,498 shares

    0.01% of the 13F portfolio, value $359,873.

    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 8,460 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $305,735.

    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).