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Disclosery

Summit Financial, LLC: SDY position timeline

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

Summit Financial, LLC held 16,371 SDY 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 16,371 shares
    Change vs previous 13F -304 shares

    0.03% of the 13F portfolio, value $2,491,327.

    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 16,675 shares
    Change vs previous 13F +1,031 shares

    0.03% of the 13F portfolio, value $2,433,549.

    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 15,644 shares
    Change vs previous 13F +149 shares

    0.03% of the 13F portfolio, value $2,176,961.

    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 15,495 shares
    Change vs previous 13F +6,095 shares

    0.03% of the 13F portfolio, value $2,170,132.

    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 9,400 shares
    Change vs previous 13F -144 shares

    0.03% of the 13F portfolio, value $1,275,845.

    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 9,544 shares
    Change vs previous 13F +1,114 shares

    0.04% of the 13F portfolio, value $1,294,941.

    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 8,430 shares
    Change vs previous 13F +226 shares

    0.04% of the 13F portfolio, value $1,113,620.

    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 8,204 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,165,245.

    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).