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Disclosery

Summit Financial, LLC: MOS position timeline

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

Summit Financial, LLC held 149,211 MOS 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 149,211 shares
    Change vs previous 13F +54 shares

    0.03% of the 13F portfolio, value $3,161,786.

    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 149,157 shares
    Change vs previous 13F -5,551 shares

    0.05% of the 13F portfolio, value $3,803,506.

    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 154,708 shares
    Change vs previous 13F -139 shares

    0.05% of the 13F portfolio, value $3,726,916.

    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 154,847 shares
    Change vs previous 13F +4,557 shares

    0.08% of the 13F portfolio, value $5,370,096.

    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 150,290 shares
    Change vs previous 13F +4,907 shares

    0.12% of the 13F portfolio, value $5,482,581.

    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 145,383 shares
    Change vs previous 13F +330 shares

    0.11% of the 13F portfolio, value $3,926,795.

    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 145,053 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,565,413.

    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).