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Disclosery

Summit Financial, LLC: PTEN position timeline

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

Summit Financial, LLC held 25,342 PTEN 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 25,342 shares
    Change vs previous 13F -2,185 shares

    <0.01% of the 13F portfolio, value $232,640.

    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 27,527 shares
    Change vs previous 13F -14,629 shares

    <0.01% of the 13F portfolio, value $298,123.

    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 42,156 shares
    Change vs previous 13F +2,690 shares

    <0.01% of the 13F portfolio, value $257,575.

    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 39,466 shares
    Change vs previous 13F +15,651 shares

    <0.01% of the 13F portfolio, value $204,436.

    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 23,815 shares
    Change vs previous 13F +8,484 shares

    <0.01% of the 13F portfolio, value $141,223.

    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 15,331 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $126,021.

    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).