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Disclosery

Summit Financial, LLC: QQQ position timeline

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

Summit Financial, LLC held 122,994 QQQ 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 122,994 shares
    Change vs previous 13F +69 shares

    0.99% of the 13F portfolio, value $90,662,723.

    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 122,925 shares
    Change vs previous 13F +12,507 shares

    0.9% of the 13F portfolio, value $70,950,051.

    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 110,418 shares
    Change vs previous 13F -1,406 shares

    1% of the 13F portfolio, value $67,831,087.

    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 111,824 shares
    Change vs previous 13F -6,125 shares

    1.02% of the 13F portfolio, value $67,135,655.

    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 117,949 shares
    Change vs previous 13F +48,203 shares

    1.47% of the 13F portfolio, value $65,134,889.

    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 69,746 shares
    Change vs previous 13F +32,139 shares

    0.92% of the 13F portfolio, value $32,705,352.

    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 37,607 shares
    Change vs previous 13F +3,723 shares

    0.67% of the 13F portfolio, value $19,225,700.

    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 33,884 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $16,560,563.

    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).