Skip to content
Disclosery

Summit Financial, LLC: TSM position timeline

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

Summit Financial, LLC held 49,353 TSM 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 49,353 shares
    Change vs previous 13F +1,571 shares

    0.26% of the 13F portfolio, value $23,615,821.

    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 47,782 shares
    Change vs previous 13F -5 shares

    0.21% of the 13F portfolio, value $16,192,347.

    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 47,787 shares
    Change vs previous 13F -908 shares

    0.21% of the 13F portfolio, value $14,559,752.

    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 48,695 shares
    Change vs previous 13F +5,533 shares

    0.21% of the 13F portfolio, value $13,600,123.

    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 43,162 shares
    Change vs previous 13F -15,795 shares

    0.22% of the 13F portfolio, value $9,808,817.

    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 58,957 shares
    Change vs previous 13F +21,375 shares

    0.27% of the 13F portfolio, value $9,786,848.

    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 37,582 shares
    Change vs previous 13F +9,612 shares

    0.26% of the 13F portfolio, value $7,439,937.

    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 27,970 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,873,963.

    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).