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Disclosery

Summit Financial, LLC: HYG position timeline

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

Summit Financial, LLC held 19,542 HYG 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 19,542 shares
    Change vs previous 13F -2,123 shares

    0.02% of the 13F portfolio, value $1,562,804.

    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 21,665 shares
    Change vs previous 13F -61,286 shares

    0.02% of the 13F portfolio, value $1,723,705.

    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 82,951 shares
    Change vs previous 13F +1,405 shares

    0.1% of the 13F portfolio, value $6,688,355.

    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 81,546 shares
    Change vs previous 13F +8,511 shares

    0.1% of the 13F portfolio, value $6,620,690.

    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 73,035 shares
    Change vs previous 13F -3,190 shares

    0.13% of the 13F portfolio, value $5,890,294.

    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 76,225 shares
    Change vs previous 13F +59,547 shares

    0.17% of the 13F portfolio, value $6,013,412.

    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 16,678 shares
    Change vs previous 13F +151 shares

    0.05% of the 13F portfolio, value $1,311,687.

    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 16,527 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,327,124.

    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).