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Disclosery

Summit Financial, LLC: STIP position timeline

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

Summit Financial, LLC held 57,757 STIP 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 57,757 shares
    Change vs previous 13F +2,339 shares

    0.06% of the 13F portfolio, value $5,900,421.

    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 55,418 shares
    Change vs previous 13F +48,047 shares

    0.07% of the 13F portfolio, value $5,731,891.

    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 7,371 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $754,692.

    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 7,385 shares
    Change vs previous 13F +1,402 shares

    0.01% of the 13F portfolio, value $763,350.

    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 5,983 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $615,747.

    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 6,048 shares
    Change vs previous 13F +873 shares

    0.02% of the 13F portfolio, value $625,787.

    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 5,175 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $520,605.

    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 5,175 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $524,331.

    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).