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Disclosery

Summit Financial, LLC: QUAL position timeline

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

Summit Financial, LLC held 56,568 QUAL 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 56,568 shares
    Change vs previous 13F +1,409 shares

    0.14% of the 13F portfolio, value $12,412,722.

    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 55,159 shares
    Change vs previous 13F +17,863 shares

    0.13% of the 13F portfolio, value $10,580,095.

    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 37,296 shares
    Change vs previous 13F +1,171 shares

    0.11% of the 13F portfolio, value $7,407,735.

    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 36,125 shares
    Change vs previous 13F -22,486 shares

    0.11% of the 13F portfolio, value $7,026,246.

    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 58,611 shares
    Change vs previous 13F -150,080 shares

    0.24% of the 13F portfolio, value $10,715,190.

    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 208,691 shares
    Change vs previous 13F +189,728 shares

    1% of the 13F portfolio, value $35,663,146.

    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 18,963 shares
    Change vs previous 13F +13,074 shares

    0.12% of the 13F portfolio, value $3,376,931.

    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 5,889 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,055,898.

    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).