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Disclosery

Summit Financial, LLC: URA position timeline

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

Summit Financial, LLC held 64,393 URA 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 64,393 shares
    Change vs previous 13F +3,789 shares

    0.03% of the 13F portfolio, value $2,813,958.

    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 60,604 shares
    Change vs previous 13F +4,423 shares

    0.04% of the 13F portfolio, value $2,935,033.

    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 56,181 shares
    Change vs previous 13F +586 shares

    0.04% of the 13F portfolio, value $2,517,714.

    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 55,595 shares
    Change vs previous 13F +2,602 shares

    0.04% of the 13F portfolio, value $2,650,214.

    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 52,993 shares
    Change vs previous 13F +621 shares

    0.05% of the 13F portfolio, value $2,056,658.

    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 52,372 shares
    Change vs previous 13F -182 shares

    0.03% of the 13F portfolio, value $1,200,366.

    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 52,554 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,446,359.

    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).