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Disclosery

Summit Financial, LLC: PM position timeline

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

Summit Financial, LLC held 35,006 PM 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 35,006 shares
    Change vs previous 13F +2,793 shares

    0.07% of the 13F portfolio, value $6,384,503.

    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 32,213 shares
    Change vs previous 13F +1,317 shares

    0.07% of the 13F portfolio, value $5,371,747.

    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 30,896 shares
    Change vs previous 13F +234 shares

    0.07% of the 13F portfolio, value $5,000,576.

    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 30,662 shares
    Change vs previous 13F +1,602 shares

    0.08% of the 13F portfolio, value $4,973,356.

    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 29,060 shares
    Change vs previous 13F +10,786 shares

    0.12% of the 13F portfolio, value $5,331,997.

    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 18,274 shares
    Change vs previous 13F -457 shares

    0.08% of the 13F portfolio, value $2,900,592.

    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 18,731 shares
    Change vs previous 13F +7,990 shares

    0.08% of the 13F portfolio, value $2,279,518.

    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 10,741 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,318,398.

    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).