Skip to content
Disclosery

Summit Financial, LLC: ROBT position timeline

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

Summit Financial, LLC held 6,880 ROBT 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 6,880 shares
    Change vs previous 13F +516 shares

    <0.01% of the 13F portfolio, value $387,073.

    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 6,364 shares
    Change vs previous 13F -170 shares

    <0.01% of the 13F portfolio, value $293,783.

    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 6,534 shares
    Change vs previous 13F +438 shares

    <0.01% of the 13F portfolio, value $338,917.

    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 6,096 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $322,439.

    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).