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Disclosery

Summit Financial, LLC: SBUX position timeline

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

Summit Financial, LLC held 25,340 SBUX 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 25,340 shares
    Change vs previous 13F +1,402 shares

    0.03% of the 13F portfolio, value $2,589,477.

    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 23,938 shares
    Change vs previous 13F +3,314 shares

    0.03% of the 13F portfolio, value $2,144,648.

    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 20,624 shares
    Change vs previous 13F -1,571 shares

    0.03% of the 13F portfolio, value $1,736,759.

    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 22,195 shares
    Change vs previous 13F -149 shares

    0.03% of the 13F portfolio, value $1,877,704.

    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 22,344 shares
    Change vs previous 13F -14,780 shares

    0.05% of the 13F portfolio, value $2,047,394.

    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 37,124 shares
    Change vs previous 13F +1,801 shares

    0.1% of the 13F portfolio, value $3,641,538.

    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 35,323 shares
    Change vs previous 13F -4,583 shares

    0.11% of the 13F portfolio, value $3,223,236.

    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 39,906 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,890,419.

    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).