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Disclosery

Summit Financial, LLC: SPIB position timeline

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

Summit Financial, LLC held 491,970 SPIB 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 491,970 shares
    Change vs previous 13F +79,626 shares

    0.18% of the 13F portfolio, value $16,461,326.

    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 412,344 shares
    Change vs previous 13F +92,021 shares

    0.18% of the 13F portfolio, value $13,830,012.

    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 320,323 shares
    Change vs previous 13F +16,836 shares

    0.16% of the 13F portfolio, value $10,830,125.

    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 303,487 shares
    Change vs previous 13F +38,557 shares

    0.16% of the 13F portfolio, value $10,285,166.

    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 264,930 shares
    Change vs previous 13F +44,669 shares

    0.2% of the 13F portfolio, value $8,896,354.

    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 220,261 shares
    Change vs previous 13F +27,577 shares

    0.21% of the 13F portfolio, value $7,321,468.

    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 192,684 shares
    Change vs previous 13F +26,125 shares

    0.22% of the 13F portfolio, value $6,312,318.

    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 166,559 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,614,715.

    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).