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Disclosery

Summit Financial, LLC: SMIZ position timeline

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

Summit Financial, LLC held 7,310 SMIZ 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 7,310 shares
    Change vs previous 13F -867 shares

    <0.01% of the 13F portfolio, value $326,172.

    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 8,177 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $303,121.

    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 8,252 shares
    Change vs previous 13F +833 shares

    <0.01% of the 13F portfolio, value $307,130.

    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 7,419 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $277,100.

    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).