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Disclosery

Summit Financial, LLC: SLYV position timeline

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

Summit Financial, LLC held 21,969 SLYV 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 21,969 shares
    Change vs previous 13F -249 shares

    0.03% of the 13F portfolio, value $2,397,010.

    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 22,218 shares
    Change vs previous 13F +18,033 shares

    0.03% of the 13F portfolio, value $2,101,366.

    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 4,185 shares
    Change vs previous 13F +42 shares

    0.01% of the 13F portfolio, value $380,707.

    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 4,143 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $367,284.

    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 4,056 shares
    Change vs previous 13F -6,831 shares

    0.01% of the 13F portfolio, value $323,498.

    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 10,887 shares
    Change vs previous 13F -1,643 shares

    0.02% of the 13F portfolio, value $853,516.

    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 12,530 shares
    Change vs previous 13F +78 shares

    0.04% of the 13F portfolio, value $1,093,223.

    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 12,452 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,081,080.

    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).