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Disclosery

Summit Financial, LLC: STPZ position timeline

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

Summit Financial, LLC held 24,873 STPZ 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 24,873 shares
    Change vs previous 13F +379 shares

    0.01% of the 13F portfolio, value $1,326,705.

    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 24,494 shares
    Change vs previous 13F +4,421 shares

    0.02% of the 13F portfolio, value $1,325,268.

    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 20,073 shares
    Change vs previous 13F -1,597 shares

    0.02% of the 13F portfolio, value $1,080,530.

    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 21,670 shares
    Change vs previous 13F -533 shares

    0.02% of the 13F portfolio, value $1,174,081.

    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 22,203 shares
    Change vs previous 13F +30 shares

    0.03% of the 13F portfolio, value $1,194,743.

    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 22,173 shares
    Change vs previous 13F +128 shares

    0.03% of the 13F portfolio, value $1,197,785.

    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 22,045 shares
    Change vs previous 13F +605 shares

    0.04% of the 13F portfolio, value $1,154,479.

    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 21,440 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,132,566.

    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).