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Disclosery

Summit Financial, LLC: SPDW position timeline

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

Summit Financial, LLC held 335,911 SPDW 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 335,911 shares
    Change vs previous 13F -5,371 shares

    0.19% of the 13F portfolio, value $16,926,551.

    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 341,282 shares
    Change vs previous 13F +238,787 shares

    0.2% of the 13F portfolio, value $15,579,513.

    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 102,495 shares
    Change vs previous 13F -3,629 shares

    0.07% of the 13F portfolio, value $4,551,818.

    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 106,124 shares
    Change vs previous 13F +4,506 shares

    0.07% of the 13F portfolio, value $4,541,046.

    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 101,618 shares
    Change vs previous 13F -252 shares

    0.09% of the 13F portfolio, value $4,114,513.

    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 101,870 shares
    Change vs previous 13F -914 shares

    0.1% of the 13F portfolio, value $3,709,087.

    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).

  7. period ended2024-12-31
    13F 102,784 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,508,018.

    13F-HR 0001765536-25-000001 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).