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Disclosery

Summit Financial, LLC: SCHM position timeline

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

Summit Financial, LLC held 76,856 SCHM 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 76,856 shares
    Change vs previous 13F +5,300 shares

    0.03% of the 13F portfolio, value $2,833,683.

    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 71,556 shares
    Change vs previous 13F +2,526 shares

    0.03% of the 13F portfolio, value $2,215,375.

    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 69,030 shares
    Change vs previous 13F -1,242 shares

    0.03% of the 13F portfolio, value $2,075,722.

    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 70,272 shares
    Change vs previous 13F +15,916 shares

    0.03% of the 13F portfolio, value $2,082,859.

    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 54,356 shares
    Change vs previous 13F -2,610 shares

    0.03% of the 13F portfolio, value $1,524,689.

    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 56,966 shares
    Change vs previous 13F -8,315 shares

    0.04% of the 13F portfolio, value $1,492,514.

    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 65,281 shares
    Change vs previous 13F +42,103 shares

    0.06% of the 13F portfolio, value $1,808,935.

    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 23,178 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,925,873.

    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).