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Disclosery

Summit Financial, LLC: INTC position timeline

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

Summit Financial, LLC held 78,017 INTC 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 78,017 shares
    Change vs previous 13F +9,125 shares

    0.12% of the 13F portfolio, value $10,893,556.

    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 68,892 shares
    Change vs previous 13F -51,023 shares

    0.04% of the 13F portfolio, value $3,040,196.

    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 119,915 shares
    Change vs previous 13F +68,615 shares

    0.06% of the 13F portfolio, value $4,424,847.

    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 51,300 shares
    Change vs previous 13F -3,134 shares

    0.03% of the 13F portfolio, value $1,721,110.

    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 54,434 shares
    Change vs previous 13F -754 shares

    0.03% of the 13F portfolio, value $1,219,331.

    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 55,188 shares
    Change vs previous 13F +2,286 shares

    0.04% of the 13F portfolio, value $1,253,327.

    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 52,902 shares
    Change vs previous 13F +4,055 shares

    0.04% of the 13F portfolio, value $1,060,685.

    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 48,847 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,145,952.

    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).