Skip to content
Disclosery

Summit Financial, LLC: SDOG position timeline

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

Summit Financial, LLC held 21,211 SDOG 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 21,211 shares
    Change vs previous 13F -334 shares

    0.02% of the 13F portfolio, value $1,447,008.

    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 21,545 shares
    Change vs previous 13F +471 shares

    0.02% of the 13F portfolio, value $1,401,201.

    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 21,074 shares
    Change vs previous 13F -203 shares

    0.02% of the 13F portfolio, value $1,274,345.

    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 21,277 shares
    Change vs previous 13F +1,246 shares

    0.02% of the 13F portfolio, value $1,281,514.

    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 20,031 shares
    Change vs previous 13F +1,413 shares

    0.03% of the 13F portfolio, value $1,151,358.

    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 18,618 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,081,706.

    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).