Skip to content
Disclosery

Summit Financial, LLC: SPOT position timeline

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

Summit Financial, LLC held 5,342 SPOT 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 5,342 shares
    Change vs previous 13F +129 shares

    0.03% of the 13F portfolio, value $2,452,672.

    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 5,213 shares
    Change vs previous 13F +1,063 shares

    0.03% of the 13F portfolio, value $2,527,836.

    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 4,150 shares
    Change vs previous 13F +39 shares

    0.04% of the 13F portfolio, value $2,409,656.

    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 4,111 shares
    Change vs previous 13F +59 shares

    0.04% of the 13F portfolio, value $2,869,129.

    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 4,052 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $3,108,878.

    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 4,044 shares
    Change vs previous 13F -46 shares

    0.06% of the 13F portfolio, value $2,224,046.

    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 4,090 shares
    Change vs previous 13F -145 shares

    0.06% of the 13F portfolio, value $1,829,561.

    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 4,235 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,560,540.

    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).