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Disclosery

Summit Financial, LLC: SIL position timeline

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

Summit Financial, LLC held 81,626 SIL 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 81,626 shares
    Change vs previous 13F -1 shares

    0.07% of the 13F portfolio, value $6,323,166.

    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 81,627 shares
    Change vs previous 13F -60 shares

    0.09% of the 13F portfolio, value $7,352,987.

    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 81,687 shares
    Change vs previous 13F +200 shares

    0.1% of the 13F portfolio, value $6,896,684.

    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 81,487 shares
    Change vs previous 13F +935 shares

    0.09% of the 13F portfolio, value $5,836,917.

    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 80,552 shares
    Change vs previous 13F -539 shares

    0.09% of the 13F portfolio, value $3,884,248.

    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 81,091 shares
    Change vs previous 13F +234 shares

    0.09% of the 13F portfolio, value $3,199,040.

    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 80,857 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,630,092.

    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).