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Disclosery

Summit Financial, LLC: NOW position timeline

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

Summit Financial, LLC held 32,878 NOW 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 32,878 shares
    Change vs previous 13F -393 shares

    0.04% of the 13F portfolio, value $3,264,128.

    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 33,271 shares
    Change vs previous 13F +21,010 shares

    0.04% of the 13F portfolio, value $3,478,483.

    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 12,261 shares
    Change vs previous 13F +9,815 shares

    0.03% of the 13F portfolio, value $1,878,263.

    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 2,446 shares
    Change vs previous 13F -682 shares

    0.03% of the 13F portfolio, value $2,251,005.

    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 3,128 shares
    Change vs previous 13F +1,051 shares

    0.07% of the 13F portfolio, value $3,215,834.

    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 2,077 shares
    Change vs previous 13F +54 shares

    0.05% of the 13F portfolio, value $1,653,583.

    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 2,023 shares
    Change vs previous 13F +223 shares

    0.08% of the 13F portfolio, value $2,144,623.

    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 1,800 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,609,901.

    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).