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Disclosery

Summit Financial, LLC: SU position timeline

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

Summit Financial, LLC held 53,531 SU 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 53,531 shares
    Change vs previous 13F -742 shares

    0.03% of the 13F portfolio, value $2,873,522.

    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 54,273 shares
    Change vs previous 13F -396 shares

    0.05% of the 13F portfolio, value $3,587,956.

    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 54,669 shares
    Change vs previous 13F -605 shares

    0.04% of the 13F portfolio, value $2,425,111.

    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 55,274 shares
    Change vs previous 13F -448 shares

    0.04% of the 13F portfolio, value $2,310,996.

    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 55,722 shares
    Change vs previous 13F -1,067 shares

    0.05% of the 13F portfolio, value $2,086,789.

    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 56,789 shares
    Change vs previous 13F +1,313 shares

    0.06% of the 13F portfolio, value $2,198,875.

    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 55,476 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,979,368.

    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).