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Disclosery

Summit Financial, LLC: SMH position timeline

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

Summit Financial, LLC held 66,155 SMH 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 66,155 shares
    Change vs previous 13F -14,751 shares

    0.48% of the 13F portfolio, value $43,390,514.

    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 80,906 shares
    Change vs previous 13F +8,420 shares

    0.4% of the 13F portfolio, value $31,019,543.

    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 72,486 shares
    Change vs previous 13F +1,412 shares

    0.38% of the 13F portfolio, value $26,104,302.

    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 71,074 shares
    Change vs previous 13F +65,207 shares

    0.35% of the 13F portfolio, value $23,195,751.

    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 5,867 shares
    Change vs previous 13F +3,577 shares

    0.04% of the 13F portfolio, value $1,636,223.

    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 2,290 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $484,266.

    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).