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Disclosery

Summit Financial, LLC: JCI position timeline

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

Summit Financial, LLC held 9,200 JCI 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 9,200 shares
    Change vs previous 13F +435 shares

    0.01% of the 13F portfolio, value $1,347,938.

    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 8,765 shares
    Change vs previous 13F +264 shares

    0.01% of the 13F portfolio, value $1,151,148.

    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 8,501 shares
    Change vs previous 13F +474 shares

    0.02% of the 13F portfolio, value $1,021,376.

    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 8,027 shares
    Change vs previous 13F +156 shares

    0.01% of the 13F portfolio, value $882,573.

    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 7,871 shares
    Change vs previous 13F +246 shares

    0.02% of the 13F portfolio, value $834,253.

    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 7,625 shares
    Change vs previous 13F -153 shares

    0.02% of the 13F portfolio, value $610,874.

    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 7,778 shares
    Change vs previous 13F +3,066 shares

    0.02% of the 13F portfolio, value $616,794.

    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 4,712 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $367,099.

    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).