Skip to content
Disclosery

Summit Financial, LLC: TLT position timeline

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

Summit Financial, LLC held 41,346 TLT 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 41,346 shares
    Change vs previous 13F -313,708 shares

    0.04% of the 13F portfolio, value $3,573,091.

    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 355,054 shares
    Change vs previous 13F -16,449 shares

    0.39% of the 13F portfolio, value $30,779,661.

    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 371,503 shares
    Change vs previous 13F -82,808 shares

    0.48% of the 13F portfolio, value $32,380,180.

    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 454,311 shares
    Change vs previous 13F -43,775 shares

    0.62% of the 13F portfolio, value $40,601,759.

    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 498,086 shares
    Change vs previous 13F +187,427 shares

    0.99% of the 13F portfolio, value $43,956,052.

    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 310,659 shares
    Change vs previous 13F +218,171 shares

    0.79% of the 13F portfolio, value $28,279,292.

    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 92,488 shares
    Change vs previous 13F -37,020 shares

    0.28% of the 13F portfolio, value $8,076,984.

    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 129,508 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $12,704,709.

    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).