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Disclosery

Summit Financial, LLC: SCZ position timeline

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

Summit Financial, LLC held 23,014 SCZ 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 23,014 shares
    Change vs previous 13F -249 shares

    0.02% of the 13F portfolio, value $1,893,355.

    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 23,263 shares
    Change vs previous 13F +1,723 shares

    0.02% of the 13F portfolio, value $1,824,078.

    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 21,540 shares
    Change vs previous 13F -626 shares

    0.02% of the 13F portfolio, value $1,670,001.

    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 22,166 shares
    Change vs previous 13F +11,938 shares

    0.03% of the 13F portfolio, value $1,700,550.

    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 10,228 shares
    Change vs previous 13F -885 shares

    0.02% of the 13F portfolio, value $743,347.

    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 11,113 shares
    Change vs previous 13F +326 shares

    0.02% of the 13F portfolio, value $706,031.

    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 10,787 shares
    Change vs previous 13F -384 shares

    0.02% of the 13F portfolio, value $655,332.

    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 11,171 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $756,274.

    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).