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Disclosery

Summit Financial, LLC: PGX position timeline

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

Summit Financial, LLC held 47,520 PGX 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 47,520 shares
    Change vs previous 13F -2,958 shares

    0.01% of the 13F portfolio, value $515,120.

    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 50,478 shares
    Change vs previous 13F -403 shares

    0.01% of the 13F portfolio, value $549,197.

    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 50,881 shares
    Change vs previous 13F -8,756 shares

    0.01% of the 13F portfolio, value $571,900.

    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 59,637 shares
    Change vs previous 13F +9,533 shares

    0.01% of the 13F portfolio, value $691,791.

    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 50,104 shares
    Change vs previous 13F -3,495 shares

    0.01% of the 13F portfolio, value $557,659.

    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 53,599 shares
    Change vs previous 13F -1,436 shares

    0.02% of the 13F portfolio, value $601,385.

    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 55,035 shares
    Change vs previous 13F +2,555 shares

    0.02% of the 13F portfolio, value $634,559.

    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 52,480 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $648,125.

    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).