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Disclosery

Summit Financial, LLC: IRM position timeline

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

Summit Financial, LLC held 5,976 IRM 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 5,976 shares
    Change vs previous 13F -404 shares

    0.01% of the 13F portfolio, value $760,055.

    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 6,380 shares
    Change vs previous 13F -300 shares

    0.01% of the 13F portfolio, value $657,153.

    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 6,680 shares
    Change vs previous 13F -5,031 shares

    0.01% of the 13F portfolio, value $559,700.

    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 11,711 shares
    Change vs previous 13F -171 shares

    0.02% of the 13F portfolio, value $1,193,812.

    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 11,882 shares
    Change vs previous 13F +5,703 shares

    0.03% of the 13F portfolio, value $1,228,012.

    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 6,179 shares
    Change vs previous 13F +44 shares

    0.01% of the 13F portfolio, value $531,681.

    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 6,135 shares
    Change vs previous 13F +1,744 shares

    0.02% of the 13F portfolio, value $648,113.

    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 4,391 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $524,922.

    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).