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Disclosery

Summit Financial, LLC: UPS position timeline

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

Summit Financial, LLC held 36,663 UPS 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 36,663 shares
    Change vs previous 13F +1,227 shares

    0.04% of the 13F portfolio, value $3,941,270.

    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 35,436 shares
    Change vs previous 13F +1,052 shares

    0.04% of the 13F portfolio, value $3,486,194.

    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 34,384 shares
    Change vs previous 13F -1,174 shares

    0.05% of the 13F portfolio, value $3,410,501.

    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 35,558 shares
    Change vs previous 13F +8,529 shares

    0.05% of the 13F portfolio, value $2,970,171.

    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 27,029 shares
    Change vs previous 13F -3,598 shares

    0.06% of the 13F portfolio, value $2,728,309.

    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 30,627 shares
    Change vs previous 13F +6,644 shares

    0.09% of the 13F portfolio, value $3,368,682.

    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 23,983 shares
    Change vs previous 13F -1,930 shares

    0.11% of the 13F portfolio, value $3,024,273.

    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 25,913 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,532,984.

    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).