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Disclosery

Summit Financial, LLC: MO position timeline

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

Summit Financial, LLC held 76,585 MO 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 76,585 shares
    Change vs previous 13F +6,468 shares

    0.06% of the 13F portfolio, value $5,590,337.

    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 70,117 shares
    Change vs previous 13F +7,374 shares

    0.06% of the 13F portfolio, value $4,701,160.

    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 62,743 shares
    Change vs previous 13F +820 shares

    0.05% of the 13F portfolio, value $3,684,132.

    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 61,923 shares
    Change vs previous 13F +4,591 shares

    0.06% of the 13F portfolio, value $4,090,617.

    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 57,332 shares
    Change vs previous 13F +19,476 shares

    0.08% of the 13F portfolio, value $3,416,545.

    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 37,856 shares
    Change vs previous 13F +363 shares

    0.06% of the 13F portfolio, value $2,272,144.

    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 37,493 shares
    Change vs previous 13F +7,229 shares

    0.07% of the 13F portfolio, value $1,998,734.

    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 30,264 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,575,191.

    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).