Skip to content
Disclosery

Summit Financial, LLC: PAYX position timeline

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

Summit Financial, LLC held 12,204 PAYX 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 12,204 shares
    Change vs previous 13F +952 shares

    0.01% of the 13F portfolio, value $1,199,977.

    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 11,252 shares
    Change vs previous 13F +872 shares

    0.01% of the 13F portfolio, value $1,036,516.

    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 10,380 shares
    Change vs previous 13F -667 shares

    0.02% of the 13F portfolio, value $1,164,413.

    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 11,047 shares
    Change vs previous 13F +155 shares

    0.02% of the 13F portfolio, value $1,400,293.

    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 10,892 shares
    Change vs previous 13F +4,240 shares

    0.04% of the 13F portfolio, value $1,584,289.

    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 6,652 shares
    Change vs previous 13F +712 shares

    0.03% of the 13F portfolio, value $1,026,237.

    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 5,940 shares
    Change vs previous 13F +754 shares

    0.03% of the 13F portfolio, value $832,930.

    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 5,186 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $695,909.

    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).