Skip to content
Disclosery

Summit Financial, LLC: NEAR position timeline

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

Summit Financial, LLC held 131,104 NEAR 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 131,104 shares
    Change vs previous 13F -25,447 shares

    0.07% of the 13F portfolio, value $6,641,734.

    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 156,551 shares
    Change vs previous 13F -41,608 shares

    0.1% of the 13F portfolio, value $7,958,270.

    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 198,159 shares
    Change vs previous 13F -162,401 shares

    0.15% of the 13F portfolio, value $10,125,944.

    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 360,560 shares
    Change vs previous 13F -349,147 shares

    0.28% of the 13F portfolio, value $18,489,514.

    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 709,707 shares
    Change vs previous 13F -8,804 shares

    0.82% of the 13F portfolio, value $36,266,034.

    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 718,511 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $36,550,655.

    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).