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Disclosery

Summit Financial, LLC: PII position timeline

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

Summit Financial, LLC held 7,328 PII 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 7,328 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $501,536.

    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 7,315 shares
    Change vs previous 13F +49 shares

    0.01% of the 13F portfolio, value $398,678.

    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 7,266 shares
    Change vs previous 13F -69 shares

    0.01% of the 13F portfolio, value $459,575.

    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 7,335 shares
    Change vs previous 13F -935 shares

    0.01% of the 13F portfolio, value $426,384.

    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 8,270 shares
    Change vs previous 13F +2,269 shares

    0.01% of the 13F portfolio, value $336,176.

    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 6,001 shares
    Change vs previous 13F +858 shares

    0.01% of the 13F portfolio, value $245,681.

    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 5,143 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $296,340.

    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).