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Summit Financial, LLC: UEC position timeline

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

Summit Financial, LLC held 613,558 UEC 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 613,558 shares
    Change vs previous 13F +143 shares

    0.07% of the 13F portfolio, value $6,540,528.

    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 613,415 shares
    Change vs previous 13F +550 shares

    0.11% of the 13F portfolio, value $8,281,103.

    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 612,865 shares
    Change vs previous 13F -7,131 shares

    0.11% of the 13F portfolio, value $7,158,263.

    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 619,996 shares
    Change vs previous 13F +7,500 shares

    0.13% of the 13F portfolio, value $8,270,747.

    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 612,496 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $4,164,973.

    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 612,496 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $2,927,731.

    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 612,496 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,097,598.

    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).