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Disclosery

Summit Financial, LLC: SCHF position timeline

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

Summit Financial, LLC held 452,428 SCHF 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 452,428 shares
    Change vs previous 13F +24,689 shares

    0.14% of the 13F portfolio, value $12,532,260.

    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 427,739 shares
    Change vs previous 13F +69,062 shares

    0.13% of the 13F portfolio, value $10,586,528.

    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 358,677 shares
    Change vs previous 13F +83,927 shares

    0.13% of the 13F portfolio, value $8,622,591.

    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 274,750 shares
    Change vs previous 13F -5,554 shares

    0.1% of the 13F portfolio, value $6,396,168.

    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 280,304 shares
    Change vs previous 13F +33,117 shares

    0.14% of the 13F portfolio, value $6,194,716.

    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 247,187 shares
    Change vs previous 13F +216,256 shares

    0.14% of the 13F portfolio, value $4,889,351.

    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 30,931 shares
    Change vs previous 13F +21,945 shares

    0.02% of the 13F portfolio, value $572,215.

    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 8,986 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $369,519.

    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).