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Disclosery

Summit Financial, LLC: PBA position timeline

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

Summit Financial, LLC held 83,956 PBA 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 83,956 shares
    Change vs previous 13F -856 shares

    0.04% of the 13F portfolio, value $3,882,965.

    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 84,812 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $3,796,185.

    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 84,812 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $3,227,945.

    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 84,812 shares
    Change vs previous 13F +354 shares

    0.05% of the 13F portfolio, value $3,431,494.

    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 84,458 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $3,168,020.

    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 84,458 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $3,380,854.

    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 84,458 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,120,723.

    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).