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Disclosery

Summit Financial, LLC: SLB position timeline

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

Summit Financial, LLC held 29,042 SLB 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 29,042 shares
    Change vs previous 13F +266 shares

    0.01% of the 13F portfolio, value $1,358,487.

    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 28,776 shares
    Change vs previous 13F +1,315 shares

    0.02% of the 13F portfolio, value $1,486,921.

    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 27,461 shares
    Change vs previous 13F +1,771 shares

    0.02% of the 13F portfolio, value $1,060,927.

    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 25,690 shares
    Change vs previous 13F +3,072 shares

    0.01% of the 13F portfolio, value $882,952.

    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 22,618 shares
    Change vs previous 13F -772 shares

    0.02% of the 13F portfolio, value $770,544.

    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 23,390 shares
    Change vs previous 13F -6,333 shares

    0.03% of the 13F portfolio, value $977,712.

    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 29,723 shares
    Change vs previous 13F +10,173 shares

    0.04% of the 13F portfolio, value $1,146,924.

    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 19,550 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $825,439.

    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).