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Disclosery

Summit Financial, LLC: PEP position timeline

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

Summit Financial, LLC held 47,370 PEP 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 47,370 shares
    Change vs previous 13F +1,069 shares

    0.07% of the 13F portfolio, value $6,413,907.

    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 46,301 shares
    Change vs previous 13F +4,969 shares

    0.09% of the 13F portfolio, value $7,190,126.

    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 41,332 shares
    Change vs previous 13F -653 shares

    0.09% of the 13F portfolio, value $5,990,317.

    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 41,985 shares
    Change vs previous 13F +3,501 shares

    0.09% of the 13F portfolio, value $5,896,354.

    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 38,484 shares
    Change vs previous 13F +10,223 shares

    0.11% of the 13F portfolio, value $5,081,442.

    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 28,261 shares
    Change vs previous 13F +2,151 shares

    0.12% of the 13F portfolio, value $4,237,513.

    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 26,110 shares
    Change vs previous 13F +7,660 shares

    0.14% of the 13F portfolio, value $3,996,804.

    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 18,450 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,137,492.

    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).