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Disclosery

Summit Financial, LLC: JBND position timeline

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

Summit Financial, LLC held 1,753,766 JBND 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 1,753,766 shares
    Change vs previous 13F +90,281 shares

    1.03% of the 13F portfolio, value $93,826,502.

    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 1,663,485 shares
    Change vs previous 13F +304,173 shares

    1.14% of the 13F portfolio, value $89,445,596.

    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 1,359,312 shares
    Change vs previous 13F +57,499 shares

    1.08% of the 13F portfolio, value $73,749,548.

    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 1,301,813 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $70,506,172.

    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).