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Disclosery

Summit Financial, LLC: RSG position timeline

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

Summit Financial, LLC held 9,449 RSG 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 9,449 shares
    Change vs previous 13F +2,362 shares

    0.02% of the 13F portfolio, value $2,013,326.

    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 7,087 shares
    Change vs previous 13F -3,390 shares

    0.02% of the 13F portfolio, value $1,552,298.

    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 10,477 shares
    Change vs previous 13F -587 shares

    0.03% of the 13F portfolio, value $2,220,447.

    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 11,064 shares
    Change vs previous 13F -36 shares

    0.04% of the 13F portfolio, value $2,539,067.

    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 11,100 shares
    Change vs previous 13F -672 shares

    0.06% of the 13F portfolio, value $2,737,323.

    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 11,772 shares
    Change vs previous 13F +478 shares

    0.08% of the 13F portfolio, value $2,850,668.

    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 11,294 shares
    Change vs previous 13F -105 shares

    0.08% of the 13F portfolio, value $2,272,157.

    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 11,399 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,289,345.

    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).