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Disclosery

Summit Financial, LLC: SHAK position timeline

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

Summit Financial, LLC held 15,484 SHAK 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 15,484 shares
    Change vs previous 13F +661 shares

    0.01% of the 13F portfolio, value $867,414.

    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 14,823 shares
    Change vs previous 13F -67 shares

    0.02% of the 13F portfolio, value $1,311,391.

    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 14,890 shares
    Change vs previous 13F -173 shares

    0.02% of the 13F portfolio, value $1,208,621.

    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 15,063 shares
    Change vs previous 13F +96 shares

    0.02% of the 13F portfolio, value $1,410,047.

    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 14,967 shares
    Change vs previous 13F +1,787 shares

    0.05% of the 13F portfolio, value $2,104,360.

    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 13,180 shares
    Change vs previous 13F +97 shares

    0.03% of the 13F portfolio, value $1,162,081.

    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 13,083 shares
    Change vs previous 13F +139 shares

    0.06% of the 13F portfolio, value $1,698,173.

    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 12,944 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,335,950.

    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).