Skip to content
Disclosery

Summit Financial, LLC: JCPB position timeline

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

Summit Financial, LLC held 80,148 JCPB 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 80,148 shares
    Change vs previous 13F +968 shares

    0.04% of the 13F portfolio, value $3,762,156.

    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 79,180 shares
    Change vs previous 13F +13,736 shares

    0.05% of the 13F portfolio, value $3,727,771.

    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 65,444 shares
    Change vs previous 13F +4,797 shares

    0.05% of the 13F portfolio, value $3,111,216.

    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 60,647 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,883,784.

    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).