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Disclosery

Summit Financial, LLC: SCHA position timeline

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

Summit Financial, LLC held 110,006 SCHA 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 110,006 shares
    Change vs previous 13F +8,717 shares

    0.04% of the 13F portfolio, value $3,974,530.

    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 101,289 shares
    Change vs previous 13F +698 shares

    0.04% of the 13F portfolio, value $2,945,471.

    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 100,591 shares
    Change vs previous 13F -1,256 shares

    0.04% of the 13F portfolio, value $2,864,827.

    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 101,847 shares
    Change vs previous 13F +4,025 shares

    0.04% of the 13F portfolio, value $2,841,532.

    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 97,822 shares
    Change vs previous 13F +28,509 shares

    0.06% of the 13F portfolio, value $2,474,902.

    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 69,313 shares
    Change vs previous 13F +1,046 shares

    0.05% of the 13F portfolio, value $1,624,000.

    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 68,267 shares
    Change vs previous 13F +46,417 shares

    0.06% of the 13F portfolio, value $1,765,392.

    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 21,850 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,125,273.

    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).