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Summit Financial, LLC: QTEC position timeline

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

Summit Financial, LLC held 8,113 QTEC 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 8,113 shares
    Change vs previous 13F -229 shares

    0.03% of the 13F portfolio, value $2,715,360.

    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 8,342 shares
    Change vs previous 13F -781 shares

    0.02% of the 13F portfolio, value $1,801,639.

    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 9,123 shares
    Change vs previous 13F -384 shares

    0.03% of the 13F portfolio, value $2,100,320.

    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 9,507 shares
    Change vs previous 13F +2,594 shares

    0.03% of the 13F portfolio, value $2,183,016.

    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 6,913 shares
    Change vs previous 13F +1,253 shares

    0.03% of the 13F portfolio, value $1,471,252.

    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 5,660 shares
    Change vs previous 13F +1,023 shares

    0.03% of the 13F portfolio, value $982,364.

    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 4,637 shares
    Change vs previous 13F +26 shares

    0.03% of the 13F portfolio, value $872,981.

    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 4,611 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $882,146.

    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).