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Disclosery

Summit Financial, LLC: KYN position timeline

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

Summit Financial, LLC held 454,618 KYN 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 454,618 shares
    Change vs previous 13F -61,895 shares

    0.07% of the 13F portfolio, value $6,287,368.

    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 516,513 shares
    Change vs previous 13F -19,197 shares

    0.09% of the 13F portfolio, value $7,375,804.

    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 535,710 shares
    Change vs previous 13F +44,151 shares

    0.1% of the 13F portfolio, value $6,632,084.

    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 491,559 shares
    Change vs previous 13F +30,558 shares

    0.09% of the 13F portfolio, value $6,080,590.

    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 461,001 shares
    Change vs previous 13F +140,950 shares

    0.13% of the 13F portfolio, value $5,863,934.

    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 320,051 shares
    Change vs previous 13F +618 shares

    0.12% of the 13F portfolio, value $4,106,253.

    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 319,433 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,059,993.

    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).