Skip to content
Disclosery

Summit Financial, LLC: RSP position timeline

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

Summit Financial, LLC held 155,636 RSP 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 155,636 shares
    Change vs previous 13F +2,716 shares

    0.36% of the 13F portfolio, value $33,114,748.

    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 152,920 shares
    Change vs previous 13F +1,154 shares

    0.37% of the 13F portfolio, value $29,348,401.

    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 151,766 shares
    Change vs previous 13F -25,558 shares

    0.43% of the 13F portfolio, value $29,072,231.

    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 177,324 shares
    Change vs previous 13F +6,430 shares

    0.51% of the 13F portfolio, value $33,638,360.

    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 170,894 shares
    Change vs previous 13F +23,628 shares

    0.7% of the 13F portfolio, value $31,058,255.

    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 147,266 shares
    Change vs previous 13F +95,283 shares

    0.71% of the 13F portfolio, value $25,510,891.

    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 51,983 shares
    Change vs previous 13F +8,700 shares

    0.32% of the 13F portfolio, value $9,109,034.

    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 43,283 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,754,501.

    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).