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Disclosery

Summit Financial, LLC: MA position timeline

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

Summit Financial, LLC held 17,407 MA 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 17,407 shares
    Change vs previous 13F -1,550 shares

    0.1% of the 13F portfolio, value $8,940,409.

    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 18,957 shares
    Change vs previous 13F +6,878 shares

    0.12% of the 13F portfolio, value $9,472,189.

    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 12,079 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $6,895,405.

    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 12,077 shares
    Change vs previous 13F +789 shares

    0.1% of the 13F portfolio, value $6,869,576.

    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 11,288 shares
    Change vs previous 13F +1,352 shares

    0.14% of the 13F portfolio, value $6,342,898.

    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 9,936 shares
    Change vs previous 13F -1,199 shares

    0.15% of the 13F portfolio, value $5,446,181.

    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 11,135 shares
    Change vs previous 13F +1,665 shares

    0.21% of the 13F portfolio, value $5,863,498.

    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 9,470 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,676,464.

    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).