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Disclosery

Summit Financial, LLC: NJR position timeline

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

Summit Financial, LLC held 8,978 NJR 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 8,978 shares
    Change vs previous 13F -87 shares

    0.01% of the 13F portfolio, value $507,375.

    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 9,065 shares
    Change vs previous 13F +1,308 shares

    0.01% of the 13F portfolio, value $502,140.

    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 7,757 shares
    Change vs previous 13F -580 shares

    0.01% of the 13F portfolio, value $361,389.

    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 8,337 shares
    Change vs previous 13F +96 shares

    0.01% of the 13F portfolio, value $401,413.

    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 8,241 shares
    Change vs previous 13F +74 shares

    0.01% of the 13F portfolio, value $373,075.

    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 8,167 shares
    Change vs previous 13F +212 shares

    0.01% of the 13F portfolio, value $400,668.

    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 7,955 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $374,687.

    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 7,813 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $372,291.

    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).