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Disclosery

Summit Financial, LLC: MDY position timeline

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

Summit Financial, LLC held 11,121 MDY 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 11,121 shares
    Change vs previous 13F +579 shares

    0.09% of the 13F portfolio, value $7,840,729.

    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 10,542 shares
    Change vs previous 13F +313 shares

    0.08% of the 13F portfolio, value $6,518,049.

    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 10,229 shares
    Change vs previous 13F -70 shares

    0.09% of the 13F portfolio, value $6,193,210.

    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 10,299 shares
    Change vs previous 13F +252 shares

    0.09% of the 13F portfolio, value $6,138,512.

    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 10,047 shares
    Change vs previous 13F +603 shares

    0.13% of the 13F portfolio, value $5,709,811.

    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 9,444 shares
    Change vs previous 13F +463 shares

    0.14% of the 13F portfolio, value $5,038,305.

    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 8,981 shares
    Change vs previous 13F +967 shares

    0.18% of the 13F portfolio, value $5,134,012.

    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 8,014 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,578,050.

    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).