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Disclosery

Summit Financial, LLC: JEF position timeline

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

Summit Financial, LLC held 21,511 JEF 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 21,511 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $1,075,096.

    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 21,515 shares
    Change vs previous 13F -596 shares

    0.01% of the 13F portfolio, value $887,941.

    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 22,111 shares
    Change vs previous 13F -196 shares

    0.02% of the 13F portfolio, value $1,370,237.

    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 22,307 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $1,459,337.

    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 22,165 shares
    Change vs previous 13F +386 shares

    0.03% of the 13F portfolio, value $1,212,210.

    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 21,779 shares
    Change vs previous 13F +72 shares

    0.03% of the 13F portfolio, value $1,166,701.

    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 21,707 shares
    Change vs previous 13F +104 shares

    0.06% of the 13F portfolio, value $1,701,829.

    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 21,603 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,329,665.

    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).