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Disclosery

Summit Financial, LLC: SUB position timeline

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

Summit Financial, LLC held 65,788 SUB 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 65,788 shares
    Change vs previous 13F +514 shares

    0.08% of the 13F portfolio, value $7,004,474.

    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 65,274 shares
    Change vs previous 13F +50,003 shares

    0.09% of the 13F portfolio, value $6,951,650.

    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 15,271 shares
    Change vs previous 13F +7,003 shares

    0.02% of the 13F portfolio, value $1,629,412.

    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 8,268 shares
    Change vs previous 13F -4,422 shares

    0.01% of the 13F portfolio, value $882,874.

    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 12,690 shares
    Change vs previous 13F +26 shares

    0.03% of the 13F portfolio, value $1,349,470.

    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 12,664 shares
    Change vs previous 13F -2,169 shares

    0.04% of the 13F portfolio, value $1,337,314.

    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 14,833 shares
    Change vs previous 13F +5,868 shares

    0.05% of the 13F portfolio, value $1,564,536.

    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 8,965 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $951,973.

    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).