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Disclosery

Summit Financial, LLC: OEF position timeline

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

Summit Financial, LLC held 12,396 OEF 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 12,396 shares
    Change vs previous 13F +1,298 shares

    0.05% of the 13F portfolio, value $4,535,438.

    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 11,098 shares
    Change vs previous 13F +1,379 shares

    0.04% of the 13F portfolio, value $3,530,013.

    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 9,719 shares
    Change vs previous 13F -1,004 shares

    0.05% of the 13F portfolio, value $3,333,397.

    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 10,723 shares
    Change vs previous 13F +168 shares

    0.05% of the 13F portfolio, value $3,569,078.

    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 10,555 shares
    Change vs previous 13F -34 shares

    0.07% of the 13F portfolio, value $3,212,419.

    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 10,589 shares
    Change vs previous 13F +58 shares

    0.08% of the 13F portfolio, value $2,867,906.

    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 10,531 shares
    Change vs previous 13F -121 shares

    0.11% of the 13F portfolio, value $3,041,765.

    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 10,652 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,948,013.

    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).