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Disclosery

Summit Financial, LLC: JAAA position timeline

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

Summit Financial, LLC held 127,660 JAAA 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 127,660 shares
    Change vs previous 13F -8,834 shares

    0.07% of the 13F portfolio, value $6,470,464.

    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 136,494 shares
    Change vs previous 13F +5,055 shares

    0.09% of the 13F portfolio, value $6,902,736.

    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 131,439 shares
    Change vs previous 13F +16,119 shares

    0.1% of the 13F portfolio, value $6,648,161.

    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 115,320 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,855,955.

    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).