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Disclosery

Summit Financial, LLC: MUB position timeline

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

Summit Financial, LLC held 107,650 MUB 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 107,650 shares
    Change vs previous 13F +8,487 shares

    0.13% of the 13F portfolio, value $11,585,321.

    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 99,163 shares
    Change vs previous 13F +17,655 shares

    0.13% of the 13F portfolio, value $10,526,112.

    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 81,508 shares
    Change vs previous 13F +6,024 shares

    0.13% of the 13F portfolio, value $8,730,302.

    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 75,484 shares
    Change vs previous 13F +4,378 shares

    0.12% of the 13F portfolio, value $8,038,300.

    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 71,106 shares
    Change vs previous 13F -4,305 shares

    0.17% of the 13F portfolio, value $7,429,160.

    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 75,411 shares
    Change vs previous 13F -50,479 shares

    0.22% of the 13F portfolio, value $7,951,365.

    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 125,890 shares
    Change vs previous 13F +7,071 shares

    0.47% of the 13F portfolio, value $13,413,573.

    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 118,819 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $12,907,291.

    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).