Skip to content
Disclosery

Summit Financial, LLC: SPTS position timeline

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

Summit Financial, LLC held 499,807 SPTS 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 499,807 shares
    Change vs previous 13F +24,300 shares

    0.16% of the 13F portfolio, value $14,499,392.

    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 475,507 shares
    Change vs previous 13F +462,458 shares

    0.18% of the 13F portfolio, value $13,875,298.

    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 13,049 shares
    Change vs previous 13F +103 shares

    0.01% of the 13F portfolio, value $382,072.

    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 12,946 shares
    Change vs previous 13F -369 shares

    0.01% of the 13F portfolio, value $379,579.

    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 13,315 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $390,009.

    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 13,190 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $385,683.

    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).