Skip to content
Disclosery

Summit Financial, LLC: PLD position timeline

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

Summit Financial, LLC held 17,439 PLD 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 17,439 shares
    Change vs previous 13F -3,314 shares

    0.03% of the 13F portfolio, value $2,362,471.

    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 20,753 shares
    Change vs previous 13F +794 shares

    0.03% of the 13F portfolio, value $2,743,069.

    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 19,959 shares
    Change vs previous 13F +154 shares

    0.04% of the 13F portfolio, value $2,548,018.

    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 19,805 shares
    Change vs previous 13F +9,810 shares

    0.03% of the 13F portfolio, value $2,268,056.

    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 9,995 shares
    Change vs previous 13F -4,175 shares

    0.02% of the 13F portfolio, value $1,050,634.

    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 14,170 shares
    Change vs previous 13F +621 shares

    0.04% of the 13F portfolio, value $1,584,093.

    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 13,549 shares
    Change vs previous 13F -7,683 shares

    0.05% of the 13F portfolio, value $1,432,140.

    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 21,232 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,681,233.

    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).