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Disclosery

Summit Financial, LLC: TMO position timeline

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

Summit Financial, LLC held 3,687 TMO 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 3,687 shares
    Change vs previous 13F +132 shares

    0.02% of the 13F portfolio, value $1,850,316.

    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 3,555 shares
    Change vs previous 13F +249 shares

    0.02% of the 13F portfolio, value $1,748,884.

    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 3,306 shares
    Change vs previous 13F -214 shares

    0.03% of the 13F portfolio, value $1,916,949.

    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 3,520 shares
    Change vs previous 13F -1,018 shares

    0.03% of the 13F portfolio, value $1,707,079.

    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 4,538 shares
    Change vs previous 13F -1,229 shares

    0.04% of the 13F portfolio, value $1,841,834.

    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 5,767 shares
    Change vs previous 13F +606 shares

    0.08% of the 13F portfolio, value $2,869,873.

    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 5,161 shares
    Change vs previous 13F -258 shares

    0.09% of the 13F portfolio, value $2,686,943.

    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 5,419 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,353,755.

    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).