Skip to content
Disclosery

Summit Financial, LLC: SRV position timeline

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

Summit Financial, LLC held 36,848 SRV 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 36,848 shares
    Change vs previous 13F -12,892 shares

    0.02% of the 13F portfolio, value $1,845,722.

    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 49,740 shares
    Change vs previous 13F -1,127 shares

    0.03% of the 13F portfolio, value $2,212,934.

    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 50,867 shares
    Change vs previous 13F +7,589 shares

    0.03% of the 13F portfolio, value $1,986,340.

    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 43,278 shares
    Change vs previous 13F +7,346 shares

    0.03% of the 13F portfolio, value $1,988,624.

    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 35,932 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,521,720.

    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).