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Disclosery

Summit Financial, LLC: NLR position timeline

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

Summit Financial, LLC held 46,490 NLR 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 46,490 shares
    Change vs previous 13F +3,881 shares

    0.06% of the 13F portfolio, value $5,391,867.

    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 42,609 shares
    Change vs previous 13F -11,826 shares

    0.07% of the 13F portfolio, value $5,675,043.

    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 54,435 shares
    Change vs previous 13F -1,952 shares

    0.1% of the 13F portfolio, value $6,760,784.

    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 56,387 shares
    Change vs previous 13F -830 shares

    0.12% of the 13F portfolio, value $7,648,957.

    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 57,217 shares
    Change vs previous 13F -7,074 shares

    0.14% of the 13F portfolio, value $6,361,331.

    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 64,291 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,710,565.

    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).