Summit Financial, LLC: NUE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on NUE, newest first. How the timeline and the estimate are built.
Summit Financial, LLC held 5,717 NUE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 5,717 sharesChange vs previous 13F +467 shares
0.01% of the 13F portfolio, value $1,276,584.
13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,250 sharesChange vs previous 13F +119 shares
0.01% of the 13F portfolio, value $890,662.
13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,131 sharesChange vs previous 13F +2 shares
0.01% of the 13F portfolio, value $839,783.
13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,129 sharesChange vs previous 13F +171 shares
0.01% of the 13F portfolio, value $694,612.
13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,958 sharesChange vs previous 13F +50 shares
0.01% of the 13F portfolio, value $644,983.
13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,908 sharesChange vs previous 13F +156 shares
0.02% of the 13F portfolio, value $590,629.
13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,752 sharesChange vs previous 13F +2,996 shares
0.02% of the 13F portfolio, value $557,208.
13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,756 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $264,945.
13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).