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Disclosery

Summit Financial, LLC: LMBS position timeline

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

Summit Financial, LLC held 132,127 LMBS 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 132,127 shares
    Change vs previous 13F +13,103 shares

    0.07% of the 13F portfolio, value $6,577,265.

    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 119,024 shares
    Change vs previous 13F +231 shares

    0.08% of the 13F portfolio, value $5,928,608.

    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 118,793 shares
    Change vs previous 13F -3,594 shares

    0.09% of the 13F portfolio, value $5,938,476.

    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 122,387 shares
    Change vs previous 13F +573 shares

    0.09% of the 13F portfolio, value $6,093,628.

    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 121,814 shares
    Change vs previous 13F -49,276 shares

    0.14% of the 13F portfolio, value $6,000,558.

    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 171,090 shares
    Change vs previous 13F +143,845 shares

    0.24% of the 13F portfolio, value $8,410,799.

    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 27,245 shares
    Change vs previous 13F +4,950 shares

    0.05% of the 13F portfolio, value $1,326,014.

    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 22,295 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,101,596.

    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).