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Disclosery

Summit Financial, LLC: PFE position timeline

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

Summit Financial, LLC held 192,213 PFE 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 192,213 shares
    Change vs previous 13F +23,510 shares

    0.05% of the 13F portfolio, value $4,628,499.

    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 168,703 shares
    Change vs previous 13F +27,596 shares

    0.06% of the 13F portfolio, value $4,737,188.

    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 141,107 shares
    Change vs previous 13F +16,520 shares

    0.05% of the 13F portfolio, value $3,513,574.

    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 124,587 shares
    Change vs previous 13F +5,088 shares

    0.05% of the 13F portfolio, value $3,174,482.

    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 119,499 shares
    Change vs previous 13F +25,772 shares

    0.07% of the 13F portfolio, value $2,896,667.

    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 93,727 shares
    Change vs previous 13F +15,582 shares

    0.07% of the 13F portfolio, value $2,375,033.

    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 78,145 shares
    Change vs previous 13F +46,601 shares

    0.07% of the 13F portfolio, value $2,073,196.

    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 31,544 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $912,887.

    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).