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Disclosery

Summit Financial, LLC: MPT position timeline

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

Summit Financial, LLC held 11,028 MPT 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 11,028 shares
    Change vs previous 13F -908 shares

    <0.01% of the 13F portfolio, value $51,954.

    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 11,936 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $56,330.

    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 11,955 shares
    Change vs previous 13F -4,505 shares

    <0.01% of the 13F portfolio, value $60,849.

    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 16,460 shares
    Change vs previous 13F -7,792 shares

    <0.01% of the 13F portfolio, value $83,452.

    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 24,252 shares
    Change vs previous 13F +6,658 shares

    <0.01% of the 13F portfolio, value $106,468.

    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 17,594 shares
    Change vs previous 13F -6,184 shares

    <0.01% of the 13F portfolio, value $106,090.

    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 23,778 shares
    Change vs previous 13F +656 shares

    <0.01% of the 13F portfolio, value $95,825.

    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 23,122 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $137,097.

    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).