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Disclosery

Summit Financial, LLC: SLQD position timeline

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

Summit Financial, LLC held 131,484 SLQD 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 131,484 shares
    Change vs previous 13F -3,917 shares

    0.07% of the 13F portfolio, value $6,622,854.

    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 135,401 shares
    Change vs previous 13F -3,109 shares

    0.09% of the 13F portfolio, value $6,836,406.

    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 138,510 shares
    Change vs previous 13F -2,231 shares

    0.1% of the 13F portfolio, value $7,022,438.

    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 140,741 shares
    Change vs previous 13F -5,012 shares

    0.11% of the 13F portfolio, value $7,153,840.

    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 145,753 shares
    Change vs previous 13F +5,751 shares

    0.17% of the 13F portfolio, value $7,373,661.

    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 140,002 shares
    Change vs previous 13F -7,225 shares

    0.2% of the 13F portfolio, value $7,039,307.

    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 147,227 shares
    Change vs previous 13F +9,733 shares

    0.26% of the 13F portfolio, value $7,323,083.

    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 137,494 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,933,829.

    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).