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Disclosery

Summit Financial, LLC: PCEF position timeline

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

Summit Financial, LLC held 63,732 PCEF 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 63,732 shares
    Change vs previous 13F -17,422 shares

    0.01% of the 13F portfolio, value $1,294,392.

    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 81,154 shares
    Change vs previous 13F +17,320 shares

    0.02% of the 13F portfolio, value $1,527,309.

    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 63,834 shares
    Change vs previous 13F +4,563 shares

    0.02% of the 13F portfolio, value $1,269,029.

    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 59,271 shares
    Change vs previous 13F -2,589 shares

    0.02% of the 13F portfolio, value $1,183,641.

    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 61,860 shares
    Change vs previous 13F +41,522 shares

    0.03% of the 13F portfolio, value $1,208,738.

    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 20,338 shares
    Change vs previous 13F +8,166 shares

    0.01% of the 13F portfolio, value $383,371.

    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 12,172 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,217.

    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).