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Disclosery

Summit Financial, LLC: SCHR position timeline

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

Summit Financial, LLC held 975,260 SCHR 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 975,260 shares
    Change vs previous 13F +58,474 shares

    0.26% of the 13F portfolio, value $24,049,922.

    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 916,786 shares
    Change vs previous 13F +303,912 shares

    0.29% of the 13F portfolio, value $22,837,150.

    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 612,874 shares
    Change vs previous 13F +6,719 shares

    0.23% of the 13F portfolio, value $15,370,869.

    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 606,155 shares
    Change vs previous 13F -6,755 shares

    0.23% of the 13F portfolio, value $15,232,675.

    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 612,910 shares
    Change vs previous 13F +28,583 shares

    0.35% of the 13F portfolio, value $15,341,131.

    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 584,327 shares
    Change vs previous 13F +257,964 shares

    0.41% of the 13F portfolio, value $14,526,381.

    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 326,363 shares
    Change vs previous 13F +174,154 shares

    0.28% of the 13F portfolio, value $7,927,370.

    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 152,209 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,701,767.

    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).