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Disclosery

Summit Financial, LLC: SLV position timeline

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

Summit Financial, LLC held 75,339 SLV 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 75,339 shares
    Change vs previous 13F -91 shares

    0.04% of the 13F portfolio, value $4,028,399.

    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 75,430 shares
    Change vs previous 13F +850 shares

    0.07% of the 13F portfolio, value $5,139,784.

    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 74,580 shares
    Change vs previous 13F +5,678 shares

    0.07% of the 13F portfolio, value $4,804,418.

    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 68,902 shares
    Change vs previous 13F +18,111 shares

    0.04% of the 13F portfolio, value $2,919,389.

    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 50,791 shares
    Change vs previous 13F +13,321 shares

    0.04% of the 13F portfolio, value $1,666,462.

    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 37,470 shares
    Change vs previous 13F +325 shares

    0.03% of the 13F portfolio, value $1,161,195.

    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 37,145 shares
    Change vs previous 13F +25,175 shares

    0.03% of the 13F portfolio, value $978,028.

    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 11,970 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $340,068.

    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).