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Disclosery

Summit Financial, LLC: SPSB position timeline

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

Summit Financial, LLC held 395,634 SPSB 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 395,634 shares
    Change vs previous 13F +11,659 shares

    0.13% of the 13F portfolio, value $11,872,962.

    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 383,975 shares
    Change vs previous 13F +138,170 shares

    0.15% of the 13F portfolio, value $11,546,119.

    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 245,805 shares
    Change vs previous 13F -5,413 shares

    0.11% of the 13F portfolio, value $7,423,305.

    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 251,218 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,609,403.

    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).