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Disclosery

Summit Financial, LLC: TXN position timeline

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

Summit Financial, LLC held 27,927 TXN 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 27,927 shares
    Change vs previous 13F -10,266 shares

    0.09% of the 13F portfolio, value $8,324,280.

    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 38,193 shares
    Change vs previous 13F -259 shares

    0.09% of the 13F portfolio, value $7,414,703.

    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 38,452 shares
    Change vs previous 13F +13,917 shares

    0.1% of the 13F portfolio, value $6,671,048.

    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 24,535 shares
    Change vs previous 13F +350 shares

    0.07% of the 13F portfolio, value $4,507,733.

    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 24,185 shares
    Change vs previous 13F +1,844 shares

    0.11% of the 13F portfolio, value $5,021,238.

    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 22,341 shares
    Change vs previous 13F +2,486 shares

    0.11% of the 13F portfolio, value $4,014,628.

    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 19,855 shares
    Change vs previous 13F +41 shares

    0.13% of the 13F portfolio, value $3,723,068.

    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 19,814 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,092,943.

    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).