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Disclosery

Summit Financial, LLC: MRSH position timeline

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

Summit Financial, LLC held 10,773 MRSH 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 10,773 shares
    Change vs previous 13F +2,283 shares

    0.02% of the 13F portfolio, value $1,795,475.

    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 8,490 shares
    Change vs previous 13F -2,084 shares

    0.02% of the 13F portfolio, value $1,472,658.

    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 10,574 shares
    Change vs previous 13F -271 shares

    0.03% of the 13F portfolio, value $1,961,763.

    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 10,845 shares
    Change vs previous 13F -1,792 shares

    0.03% of the 13F portfolio, value $2,185,682.

    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 12,637 shares
    Change vs previous 13F -537 shares

    0.06% of the 13F portfolio, value $2,762,995.

    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 13,174 shares
    Change vs previous 13F +150 shares

    0.09% of the 13F portfolio, value $3,214,914.

    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 13,024 shares
    Change vs previous 13F +370 shares

    0.1% of the 13F portfolio, value $2,766,388.

    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 12,654 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,823,060.

    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).