Skip to content
Disclosery

Summit Financial, LLC: SOXX position timeline

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

Summit Financial, LLC held 13,682 SOXX 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 13,682 shares
    Change vs previous 13F +1,975 shares

    0.1% of the 13F portfolio, value $8,766,574.

    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 11,707 shares
    Change vs previous 13F +1,602 shares

    0.05% of the 13F portfolio, value $3,847,603.

    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 10,105 shares
    Change vs previous 13F +775 shares

    0.04% of the 13F portfolio, value $3,043,244.

    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 9,330 shares
    Change vs previous 13F -183 shares

    0.04% of the 13F portfolio, value $2,529,559.

    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 9,513 shares
    Change vs previous 13F +7,438 shares

    0.05% of the 13F portfolio, value $2,270,709.

    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 2,075 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $390,450.

    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).