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Disclosery

Summit Financial, LLC: TRGP position timeline

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

Summit Financial, LLC held 1,082 TRGP 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 1,082 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $290,127.

    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 1,031 shares
    Change vs previous 13F -4,135 shares

    <0.01% of the 13F portfolio, value $258,503.

    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 5,166 shares
    Change vs previous 13F -315 shares

    0.01% of the 13F portfolio, value $953,151.

    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 5,481 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $918,298.

    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 5,709 shares
    Change vs previous 13F -3,371 shares

    0.02% of the 13F portfolio, value $993,823.

    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 9,080 shares
    Change vs previous 13F +4,462 shares

    0.05% of the 13F portfolio, value $1,820,268.

    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 4,618 shares
    Change vs previous 13F -184 shares

    0.03% of the 13F portfolio, value $824,313.

    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 4,802 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $710,744.

    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).