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Disclosery

Summit Financial, LLC: SMCI position timeline

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

Summit Financial, LLC held 141,462 SMCI 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 141,462 shares
    Change vs previous 13F +11,670 shares

    0.05% of the 13F portfolio, value $4,149,080.

    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 129,792 shares
    Change vs previous 13F +13,034 shares

    0.04% of the 13F portfolio, value $2,955,364.

    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 116,758 shares
    Change vs previous 13F +76 shares

    0.05% of the 13F portfolio, value $3,417,507.

    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 116,682 shares
    Change vs previous 13F +109,949 shares

    0.09% of the 13F portfolio, value $5,593,735.

    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 6,733 shares
    Change vs previous 13F -1,363 shares

    0.01% of the 13F portfolio, value $329,984.

    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 8,096 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $277,207.

    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).