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Disclosery

Summit Financial, LLC: NFLT position timeline

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

Summit Financial, LLC held 53,728 NFLT 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 53,728 shares
    Change vs previous 13F +1,260 shares

    0.01% of the 13F portfolio, value $1,233,050.

    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 52,468 shares
    Change vs previous 13F +5,091 shares

    0.02% of the 13F portfolio, value $1,193,653.

    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 47,377 shares
    Change vs previous 13F +28,524 shares

    0.02% of the 13F portfolio, value $1,091,576.

    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 18,853 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $434,752.

    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).