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Disclosery

Summit Financial, LLC: PG position timeline

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

Summit Financial, LLC held 80,738 PG 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 80,738 shares
    Change vs previous 13F +7,993 shares

    0.13% of the 13F portfolio, value $11,839,454.

    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 72,745 shares
    Change vs previous 13F +16,042 shares

    0.13% of the 13F portfolio, value $10,507,272.

    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 56,703 shares
    Change vs previous 13F +4,941 shares

    0.12% of the 13F portfolio, value $8,126,072.

    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 51,762 shares
    Change vs previous 13F +2,553 shares

    0.12% of the 13F portfolio, value $7,953,170.

    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 49,209 shares
    Change vs previous 13F +4,699 shares

    0.18% of the 13F portfolio, value $7,839,948.

    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 44,510 shares
    Change vs previous 13F +5,651 shares

    0.21% of the 13F portfolio, value $7,585,460.

    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 38,859 shares
    Change vs previous 13F +2,482 shares

    0.23% of the 13F portfolio, value $6,514,677.

    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 36,377 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,300,521.

    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).