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Disclosery

Summit Financial, LLC: PHYS position timeline

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

Summit Financial, LLC held 360,966 PHYS 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 360,966 shares
    Change vs previous 13F -38,345 shares

    0.12% of the 13F portfolio, value $10,890,349.

    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 399,311 shares
    Change vs previous 13F -19,997 shares

    0.18% of the 13F portfolio, value $14,151,588.

    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 419,308 shares
    Change vs previous 13F +44,631 shares

    0.2% of the 13F portfolio, value $13,845,556.

    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 374,677 shares
    Change vs previous 13F +98,571 shares

    0.17% of the 13F portfolio, value $11,097,938.

    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 276,106 shares
    Change vs previous 13F +232,447 shares

    0.16% of the 13F portfolio, value $6,999,291.

    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 43,659 shares
    Change vs previous 13F +8,944 shares

    0.03% of the 13F portfolio, value $1,050,436.

    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 34,715 shares
    Change vs previous 13F +22,241 shares

    0.02% of the 13F portfolio, value $699,160.

    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 12,474 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $254,220.

    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).