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Disclosery

Summit Financial, LLC: NVDA position timeline

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

Summit Financial, LLC held 763,018 NVDA 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 763,018 shares
    Change vs previous 13F +73,108 shares

    1.67% of the 13F portfolio, value $152,672,347.

    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 689,910 shares
    Change vs previous 13F +56,146 shares

    1.53% of the 13F portfolio, value $120,327,092.

    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 633,764 shares
    Change vs previous 13F -9,218 shares

    1.74% of the 13F portfolio, value $118,196,944.

    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 642,982 shares
    Change vs previous 13F +40,132 shares

    1.83% of the 13F portfolio, value $119,967,649.

    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 602,850 shares
    Change vs previous 13F +112,017 shares

    2.15% of the 13F portfolio, value $95,250,118.

    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 490,833 shares
    Change vs previous 13F +65,641 shares

    1.49% of the 13F portfolio, value $53,196,494.

    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 425,192 shares
    Change vs previous 13F +120,712 shares

    2% of the 13F portfolio, value $57,098,976.

    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 304,480 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $36,979,079.

    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).