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Disclosery

Summit Financial, LLC: SGOV position timeline

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

Summit Financial, LLC held 109,258 SGOV 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 109,258 shares
    Change vs previous 13F +7,790 shares

    0.12% of the 13F portfolio, value $10,998,980.

    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 101,468 shares
    Change vs previous 13F +72,219 shares

    0.13% of the 13F portfolio, value $10,213,786.

    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 29,249 shares
    Change vs previous 13F -12,611 shares

    0.04% of the 13F portfolio, value $2,935,968.

    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 41,860 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,215,273.

    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).