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Disclosery

Summit Financial, LLC: SMFG position timeline

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

Summit Financial, LLC held 48,673 SMFG 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 48,673 shares
    Change vs previous 13F -412 shares

    0.01% of the 13F portfolio, value $1,160,782.

    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 49,085 shares
    Change vs previous 13F +2,157 shares

    0.01% of the 13F portfolio, value $969,438.

    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 46,928 shares
    Change vs previous 13F +2,698 shares

    0.01% of the 13F portfolio, value $907,128.

    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 44,230 shares
    Change vs previous 13F +2,087 shares

    0.01% of the 13F portfolio, value $740,414.

    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 42,143 shares
    Change vs previous 13F +5,343 shares

    0.01% of the 13F portfolio, value $636,781.

    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 36,800 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $568,928.

    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).