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Disclosery

Summit Financial, LLC: PRF position timeline

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

Summit Financial, LLC held 30,404 PRF 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 30,404 shares
    Change vs previous 13F +380 shares

    0.02% of the 13F portfolio, value $1,642,729.

    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 30,024 shares
    Change vs previous 13F -16,599 shares

    0.02% of the 13F portfolio, value $1,427,042.

    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 46,623 shares
    Change vs previous 13F -1,151 shares

    0.03% of the 13F portfolio, value $2,187,543.

    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 47,774 shares
    Change vs previous 13F -2,734 shares

    0.03% of the 13F portfolio, value $2,159,845.

    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 50,508 shares
    Change vs previous 13F -2,503 shares

    0.05% of the 13F portfolio, value $2,134,957.

    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 53,011 shares
    Change vs previous 13F -12,030 shares

    0.06% of the 13F portfolio, value $2,142,159.

    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 65,041 shares
    Change vs previous 13F -2,548 shares

    0.09% of the 13F portfolio, value $2,623,739.

    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 67,589 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,746,126.

    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).