Skip to content
Disclosery

Summit Financial, LLC: SHYD position timeline

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

Summit Financial, LLC held 16,435 SHYD 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 16,435 shares
    Change vs previous 13F -9,722 shares

    <0.01% of the 13F portfolio, value $376,363.

    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 26,157 shares
    Change vs previous 13F +10,371 shares

    0.01% of the 13F portfolio, value $592,721.

    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 15,786 shares
    Change vs previous 13F +6,002 shares

    0.01% of the 13F portfolio, value $361,657.

    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 9,784 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,054.

    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).