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Disclosery

Summit Financial, LLC: SPGI position timeline

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

Summit Financial, LLC held 16,087 SPGI 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 16,087 shares
    Change vs previous 13F +668 shares

    0.07% of the 13F portfolio, value $6,551,787.

    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 15,419 shares
    Change vs previous 13F +4,086 shares

    0.08% of the 13F portfolio, value $6,558,387.

    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 11,333 shares
    Change vs previous 13F -388 shares

    0.09% of the 13F portfolio, value $5,922,319.

    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 11,721 shares
    Change vs previous 13F -222 shares

    0.09% of the 13F portfolio, value $5,704,936.

    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 11,943 shares
    Change vs previous 13F +619 shares

    0.14% of the 13F portfolio, value $6,297,168.

    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 11,324 shares
    Change vs previous 13F -119 shares

    0.16% of the 13F portfolio, value $5,753,838.

    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 11,443 shares
    Change vs previous 13F -158 shares

    0.2% of the 13F portfolio, value $5,698,811.

    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 11,601 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,993,552.

    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).