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Disclosery

Summit Financial, LLC: TJX position timeline

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

Summit Financial, LLC held 54,352 TJX 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 54,352 shares
    Change vs previous 13F -1,428 shares

    0.09% of the 13F portfolio, value $8,234,365.

    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 55,780 shares
    Change vs previous 13F +6,222 shares

    0.11% of the 13F portfolio, value $8,908,109.

    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 49,558 shares
    Change vs previous 13F +358 shares

    0.11% of the 13F portfolio, value $7,612,623.

    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 49,200 shares
    Change vs previous 13F +723 shares

    0.11% of the 13F portfolio, value $7,111,406.

    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 48,477 shares
    Change vs previous 13F -875 shares

    0.14% of the 13F portfolio, value $5,986,439.

    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 49,352 shares
    Change vs previous 13F -1,738 shares

    0.17% of the 13F portfolio, value $6,011,059.

    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 51,090 shares
    Change vs previous 13F +20,283 shares

    0.22% of the 13F portfolio, value $6,172,181.

    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 30,807 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,621,079.

    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).