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Disclosery

Summit Financial, LLC: RIG position timeline

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

Summit Financial, LLC held 44,035 RIG 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 44,035 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $215,331.

    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 44,135 shares
    Change vs previous 13F -375 shares

    <0.01% of the 13F portfolio, value $292,615.

    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 44,510 shares
    Change vs previous 13F -850 shares

    <0.01% of the 13F portfolio, value $183,826.

    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 45,360 shares
    Change vs previous 13F +1,831 shares

    <0.01% of the 13F portfolio, value $141,523.

    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 43,529 shares
    Change vs previous 13F -972 shares

    <0.01% of the 13F portfolio, value $112,740.

    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 44,501 shares
    Change vs previous 13F +1,009 shares

    <0.01% of the 13F portfolio, value $141,068.

    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 43,492 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $163,095.

    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).