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Disclosery

Summit Financial, LLC: LLY position timeline

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

Summit Financial, LLC held 31,495 LLY 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 31,495 shares
    Change vs previous 13F +3,172 shares

    0.41% of the 13F portfolio, value $37,776,191.

    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 28,323 shares
    Change vs previous 13F +13,074 shares

    0.33% of the 13F portfolio, value $26,050,890.

    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 15,249 shares
    Change vs previous 13F +372 shares

    0.24% of the 13F portfolio, value $16,387,567.

    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 14,877 shares
    Change vs previous 13F +815 shares

    0.17% of the 13F portfolio, value $11,351,074.

    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 14,062 shares
    Change vs previous 13F +1,574 shares

    0.25% of the 13F portfolio, value $10,962,122.

    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 12,488 shares
    Change vs previous 13F +20 shares

    0.29% of the 13F portfolio, value $10,313,759.

    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 12,468 shares
    Change vs previous 13F +5,984 shares

    0.34% of the 13F portfolio, value $9,625,050.

    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 6,484 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,744,594.

    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).