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Disclosery

Summit Financial, LLC: MU position timeline

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

Summit Financial, LLC held 33,134 MU 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 33,134 shares
    Change vs previous 13F -3,850 shares

    0.42% of the 13F portfolio, value $38,245,976.

    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 36,984 shares
    Change vs previous 13F +14,703 shares

    0.16% of the 13F portfolio, value $12,500,035.

    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 22,281 shares
    Change vs previous 13F +6,870 shares

    0.09% of the 13F portfolio, value $6,361,631.

    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 15,411 shares
    Change vs previous 13F -6,096 shares

    0.04% of the 13F portfolio, value $2,578,625.

    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 21,507 shares
    Change vs previous 13F +16,223 shares

    0.06% of the 13F portfolio, value $2,650,741.

    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 5,284 shares
    Change vs previous 13F +719 shares

    0.01% of the 13F portfolio, value $459,110.

    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 4,565 shares
    Change vs previous 13F +83 shares

    0.01% of the 13F portfolio, value $384,755.

    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 4,482 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $464,846.

    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).