Summit Financial, LLC: SFD position timeline

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

Summit Financial, LLC held 150,517 SFD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 150,517 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $3,651,537.
13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).