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Disclosery

Summit Financial, LLC: PDI position timeline

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

Summit Financial, LLC held 465,415 PDI 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 465,415 shares
    Change vs previous 13F +6,613 shares

    0.09% of the 13F portfolio, value $7,874,026.

    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 458,802 shares
    Change vs previous 13F +27,187 shares

    0.1% of the 13F portfolio, value $7,950,722.

    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 431,615 shares
    Change vs previous 13F +1,934 shares

    0.11% of the 13F portfolio, value $7,738,727.

    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 429,681 shares
    Change vs previous 13F -5,756 shares

    0.13% of the 13F portfolio, value $8,507,694.

    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 435,437 shares
    Change vs previous 13F +29,595 shares

    0.19% of the 13F portfolio, value $8,355,711.

    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 405,842 shares
    Change vs previous 13F +5,219 shares

    0.23% of the 13F portfolio, value $8,035,664.

    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 400,623 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,434,341.

    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).