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Disclosery

Summit Financial, LLC: SPY position timeline

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

Summit Financial, LLC held 151,265 SPY 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 151,265 shares
    Change vs previous 13F +2,598 shares

    1.24% of the 13F portfolio, value $113,247,428.

    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 148,667 shares
    Change vs previous 13F +3,081 shares

    1.24% of the 13F portfolio, value $96,950,513.

    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 145,586 shares
    Change vs previous 13F +581 shares

    1.46% of the 13F portfolio, value $99,568,290.

    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 145,005 shares
    Change vs previous 13F +2,057 shares

    1.47% of the 13F portfolio, value $96,599,309.

    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 142,948 shares
    Change vs previous 13F +17,600 shares

    2% of the 13F portfolio, value $88,571,663.

    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 125,348 shares
    Change vs previous 13F +33,101 shares

    1.96% of the 13F portfolio, value $70,118,619.

    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 92,247 shares
    Change vs previous 13F +5,318 shares

    1.9% of the 13F portfolio, value $54,244,744.

    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 86,929 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $50,028,067.

    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).