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Disclosery

Summit Financial, LLC: SCCO position timeline

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

Summit Financial, LLC held 33,262 SCCO 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 33,262 shares
    Change vs previous 13F -2,394 shares

    0.06% of the 13F portfolio, value $5,796,304.

    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 35,656 shares
    Change vs previous 13F +3,034 shares

    0.08% of the 13F portfolio, value $6,134,973.

    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 32,622 shares
    Change vs previous 13F +229 shares

    0.07% of the 13F portfolio, value $4,680,333.

    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 32,393 shares
    Change vs previous 13F +428 shares

    0.06% of the 13F portfolio, value $3,931,241.

    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 31,965 shares
    Change vs previous 13F -6,039 shares

    0.07% of the 13F portfolio, value $3,233,904.

    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 38,004 shares
    Change vs previous 13F +6,692 shares

    0.1% of the 13F portfolio, value $3,551,828.

    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 31,312 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,853,504.

    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).