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Disclosery

Summit Financial, LLC: SCHB position timeline

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

Summit Financial, LLC held 293,988 SCHB 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 293,988 shares
    Change vs previous 13F -3,031 shares

    0.09% of the 13F portfolio, value $8,513,900.

    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 297,019 shares
    Change vs previous 13F -63,326 shares

    0.09% of the 13F portfolio, value $7,455,188.

    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 360,345 shares
    Change vs previous 13F -5,562 shares

    0.14% of the 13F portfolio, value $9,451,839.

    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 365,907 shares
    Change vs previous 13F -55,125 shares

    0.14% of the 13F portfolio, value $9,407,460.

    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 421,032 shares
    Change vs previous 13F +183,584 shares

    0.23% of the 13F portfolio, value $10,033,197.

    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 237,448 shares
    Change vs previous 13F +141,455 shares

    0.14% of the 13F portfolio, value $5,112,264.

    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 95,993 shares
    Change vs previous 13F +73,753 shares

    0.08% of the 13F portfolio, value $2,179,036.

    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 22,240 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,479,439.

    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).