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Disclosery

Summit Financial, LLC: MSFT position timeline

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

Summit Financial, LLC held 232,689 MSFT 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 232,689 shares
    Change vs previous 13F -4,450 shares

    0.95% of the 13F portfolio, value $86,797,792.

    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 237,139 shares
    Change vs previous 13F +15,639 shares

    1.12% of the 13F portfolio, value $87,781,612.

    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 221,500 shares
    Change vs previous 13F +3,804 shares

    1.57% of the 13F portfolio, value $107,121,752.

    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 217,696 shares
    Change vs previous 13F +32,245 shares

    1.72% of the 13F portfolio, value $112,755,459.

    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 185,451 shares
    Change vs previous 13F +19,849 shares

    2.09% of the 13F portfolio, value $92,245,039.

    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 165,602 shares
    Change vs previous 13F +35,177 shares

    1.74% of the 13F portfolio, value $62,165,233.

    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 130,425 shares
    Change vs previous 13F +11,523 shares

    1.93% of the 13F portfolio, value $54,974,142.

    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 118,902 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $51,163,444.

    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).