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Disclosery

Summit Financial, LLC: NOC position timeline

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

Summit Financial, LLC held 5,547 NOC 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 5,547 shares
    Change vs previous 13F +371 shares

    0.03% of the 13F portfolio, value $2,825,386.

    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 5,176 shares
    Change vs previous 13F +2,471 shares

    0.04% of the 13F portfolio, value $3,531,077.

    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 2,705 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $1,542,446.

    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 2,663 shares
    Change vs previous 13F -15 shares

    0.02% of the 13F portfolio, value $1,622,813.

    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 2,678 shares
    Change vs previous 13F -310 shares

    0.03% of the 13F portfolio, value $1,338,707.

    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 2,988 shares
    Change vs previous 13F -165 shares

    0.04% of the 13F portfolio, value $1,529,912.

    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 3,153 shares
    Change vs previous 13F +245 shares

    0.05% of the 13F portfolio, value $1,479,449.

    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 2,908 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,535,624.

    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).