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Disclosery

Summit Financial, LLC: SPEM position timeline

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

Summit Financial, LLC held 303,250 SPEM 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 303,250 shares
    Change vs previous 13F +5,529 shares

    0.17% of the 13F portfolio, value $15,702,285.

    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 297,721 shares
    Change vs previous 13F +184,585 shares

    0.18% of the 13F portfolio, value $13,966,102.

    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 113,136 shares
    Change vs previous 13F +4,837 shares

    0.08% of the 13F portfolio, value $5,295,914.

    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 108,299 shares
    Change vs previous 13F +41,265 shares

    0.08% of the 13F portfolio, value $5,069,463.

    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 67,034 shares
    Change vs previous 13F +1,874 shares

    0.06% of the 13F portfolio, value $2,865,021.

    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 65,160 shares
    Change vs previous 13F +2,259 shares

    0.07% of the 13F portfolio, value $2,565,339.

    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 62,901 shares
    Change vs previous 13F +1,778 shares

    0.08% of the 13F portfolio, value $2,413,528.

    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).

  8. period ended2024-09-30
    13F 61,123 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,523,157.

    13F-HR 0001765536-24-000003 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).