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Disclosery

Summit Financial, LLC: LQD position timeline

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

Summit Financial, LLC held 70,144 LQD 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 70,144 shares
    Change vs previous 13F +3,769 shares

    0.08% of the 13F portfolio, value $7,650,631.

    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 66,375 shares
    Change vs previous 13F -19,491 shares

    0.09% of the 13F portfolio, value $7,234,186.

    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 85,866 shares
    Change vs previous 13F -1,290 shares

    0.14% of the 13F portfolio, value $9,461,587.

    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 87,156 shares
    Change vs previous 13F +21,973 shares

    0.15% of the 13F portfolio, value $9,715,250.

    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 65,183 shares
    Change vs previous 13F -2,932 shares

    0.16% of the 13F portfolio, value $7,144,676.

    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 68,115 shares
    Change vs previous 13F +4,708 shares

    0.21% of the 13F portfolio, value $7,403,419.

    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 63,407 shares
    Change vs previous 13F +1,483 shares

    0.24% of the 13F portfolio, value $6,774,439.

    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 61,924 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,996,174.

    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).