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Disclosery

Summit Financial, LLC: SPYG position timeline

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

Summit Financial, LLC held 693,192 SPYG 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 693,192 shares
    Change vs previous 13F +35,198 shares

    0.9% of the 13F portfolio, value $82,482,962.

    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 657,994 shares
    Change vs previous 13F +376,074 shares

    0.82% of the 13F portfolio, value $64,424,180.

    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 281,920 shares
    Change vs previous 13F +31,817 shares

    0.44% of the 13F portfolio, value $30,080,893.

    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 250,103 shares
    Change vs previous 13F +15,122 shares

    0.4% of the 13F portfolio, value $26,138,213.

    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 234,981 shares
    Change vs previous 13F +58,643 shares

    0.51% of the 13F portfolio, value $22,398,425.

    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 176,338 shares
    Change vs previous 13F +22,112 shares

    0.4% of the 13F portfolio, value $14,172,301.

    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 154,226 shares
    Change vs previous 13F +15,347 shares

    0.48% of the 13F portfolio, value $13,556,452.

    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 138,879 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $11,518,604.

    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).