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Disclosery

Summit Financial, LLC: META position timeline

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

Summit Financial, LLC held 84,356 META 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 84,356 shares
    Change vs previous 13F +3,673 shares

    0.52% of the 13F portfolio, value $47,516,654.

    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 80,683 shares
    Change vs previous 13F +23,907 shares

    0.59% of the 13F portfolio, value $46,161,124.

    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 56,776 shares
    Change vs previous 13F -7,351 shares

    0.55% of the 13F portfolio, value $37,477,560.

    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 64,127 shares
    Change vs previous 13F +3,336 shares

    0.72% of the 13F portfolio, value $47,093,731.

    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 60,791 shares
    Change vs previous 13F +1,706 shares

    1.01% of the 13F portfolio, value $44,869,428.

    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 59,085 shares
    Change vs previous 13F +1,436 shares

    0.95% of the 13F portfolio, value $34,053,969.

    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 57,649 shares
    Change vs previous 13F -1,837 shares

    1.18% of the 13F portfolio, value $33,754,028.

    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 59,486 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $34,052,294.

    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).