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Disclosery

Summit Financial, LLC: KKR position timeline

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

Summit Financial, LLC held 49,881 KKR 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 49,881 shares
    Change vs previous 13F -1,528 shares

    0.05% of the 13F portfolio, value $4,578,118.

    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 51,409 shares
    Change vs previous 13F +567 shares

    0.06% of the 13F portfolio, value $4,755,289.

    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 50,842 shares
    Change vs previous 13F +27 shares

    0.1% of the 13F portfolio, value $6,481,310.

    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 50,815 shares
    Change vs previous 13F +491 shares

    0.1% of the 13F portfolio, value $6,603,387.

    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 50,324 shares
    Change vs previous 13F +35,223 shares

    0.15% of the 13F portfolio, value $6,694,657.

    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 15,101 shares
    Change vs previous 13F +5,451 shares

    0.05% of the 13F portfolio, value $1,745,841.

    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 9,650 shares
    Change vs previous 13F +1,661 shares

    0.05% of the 13F portfolio, value $1,427,332.

    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 7,989 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,043,204.

    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).