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Disclosery

Summit Financial, LLC: PSLV position timeline

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

Summit Financial, LLC held 572,407 PSLV 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 572,407 shares
    Change vs previous 13F -53,132 shares

    0.12% of the 13F portfolio, value $10,801,324.

    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 625,539 shares
    Change vs previous 13F -229,570 shares

    0.19% of the 13F portfolio, value $15,256,893.

    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 855,109 shares
    Change vs previous 13F +61,995 shares

    0.3% of the 13F portfolio, value $20,223,328.

    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 793,114 shares
    Change vs previous 13F +186,663 shares

    0.19% of the 13F portfolio, value $12,451,890.

    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 606,451 shares
    Change vs previous 13F +485,105 shares

    0.17% of the 13F portfolio, value $7,422,960.

    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 121,346 shares
    Change vs previous 13F +19,896 shares

    0.04% of the 13F portfolio, value $1,407,614.

    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 101,450 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $978,993.

    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).