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Disclosery

Summit Financial, LLC: PH position timeline

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

Summit Financial, LLC held 4,120 PH 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 4,120 shares
    Change vs previous 13F -9 shares

    0.04% of the 13F portfolio, value $4,029,738.

    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 4,129 shares
    Change vs previous 13F -160 shares

    0.05% of the 13F portfolio, value $3,696,643.

    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 4,289 shares
    Change vs previous 13F +163 shares

    0.06% of the 13F portfolio, value $3,769,850.

    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 4,126 shares
    Change vs previous 13F -708 shares

    0.05% of the 13F portfolio, value $3,128,051.

    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 4,834 shares
    Change vs previous 13F -29 shares

    0.08% of the 13F portfolio, value $3,376,559.

    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 4,863 shares
    Change vs previous 13F +406 shares

    0.08% of the 13F portfolio, value $2,955,701.

    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 4,457 shares
    Change vs previous 13F -140 shares

    0.1% of the 13F portfolio, value $2,835,028.

    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 4,597 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,904,671.

    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).