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Disclosery

Summit Financial, LLC: SWAN position timeline

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

Summit Financial, LLC held 74,269 SWAN 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 74,269 shares
    Change vs previous 13F +7,498 shares

    0.03% of the 13F portfolio, value $2,477,766.

    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 66,771 shares
    Change vs previous 13F -5,758 shares

    0.03% of the 13F portfolio, value $2,073,993.

    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 72,529 shares
    Change vs previous 13F +1,395 shares

    0.03% of the 13F portfolio, value $2,355,011.

    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 71,134 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,289,082.

    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).