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Disclosery

Summit Financial, LLC: SPLV position timeline

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

Summit Financial, LLC held 9,867 SPLV 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 9,867 shares
    Change vs previous 13F +681 shares

    0.01% of the 13F portfolio, value $739,058.

    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 9,186 shares
    Change vs previous 13F -7,536 shares

    0.01% of the 13F portfolio, value $671,864.

    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 16,722 shares
    Change vs previous 13F +6,317 shares

    0.02% of the 13F portfolio, value $1,194,276.

    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 10,405 shares
    Change vs previous 13F -42,036 shares

    0.01% of the 13F portfolio, value $764,590.

    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 52,441 shares
    Change vs previous 13F +44,336 shares

    0.09% of the 13F portfolio, value $3,818,784.

    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 8,105 shares
    Change vs previous 13F +2,450 shares

    0.02% of the 13F portfolio, value $605,636.

    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 5,655 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $395,850.

    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 5,655 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $405,633.

    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).