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Disclosery

Summit Financial, LLC: PDP position timeline

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

Summit Financial, LLC held 206,793 PDP 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 206,793 shares
    Change vs previous 13F -3,860 shares

    0.34% of the 13F portfolio, value $31,376,658.

    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 210,653 shares
    Change vs previous 13F -4,382 shares

    0.32% of the 13F portfolio, value $25,435,150.

    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 215,035 shares
    Change vs previous 13F +3,108 shares

    0.37% of the 13F portfolio, value $25,031,003.

    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 211,927 shares
    Change vs previous 13F +3,436 shares

    0.38% of the 13F portfolio, value $25,017,986.

    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 208,491 shares
    Change vs previous 13F +3,550 shares

    0.51% of the 13F portfolio, value $22,640,001.

    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 204,941 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $20,490,011.

    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).