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Disclosery

Summit Financial, LLC: TIP position timeline

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

Summit Financial, LLC held 105,603 TIP 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 105,603 shares
    Change vs previous 13F +62,497 shares

    0.13% of the 13F portfolio, value $11,556,085.

    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 43,106 shares
    Change vs previous 13F +8,594 shares

    0.06% of the 13F portfolio, value $4,757,205.

    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 34,512 shares
    Change vs previous 13F +2,394 shares

    0.06% of the 13F portfolio, value $3,793,226.

    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 32,118 shares
    Change vs previous 13F +271 shares

    0.05% of the 13F portfolio, value $3,572,214.

    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 31,847 shares
    Change vs previous 13F -1,154 shares

    0.08% of the 13F portfolio, value $3,504,458.

    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 33,001 shares
    Change vs previous 13F -49 shares

    0.1% of the 13F portfolio, value $3,666,067.

    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 33,050 shares
    Change vs previous 13F +4,447 shares

    0.12% of the 13F portfolio, value $3,521,514.

    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 28,603 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,159,734.

    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).