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Disclosery

Summit Financial, LLC: USFR position timeline

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

Summit Financial, LLC held 263,368 USFR 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 263,368 shares
    Change vs previous 13F +188,961 shares

    0.15% of the 13F portfolio, value $13,260,562.

    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 74,407 shares
    Change vs previous 13F +23,808 shares

    0.05% of the 13F portfolio, value $3,745,651.

    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 50,599 shares
    Change vs previous 13F -65,711 shares

    0.04% of the 13F portfolio, value $2,546,121.

    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 116,310 shares
    Change vs previous 13F -144,210 shares

    0.09% of the 13F portfolio, value $5,846,908.

    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 260,520 shares
    Change vs previous 13F -17,243 shares

    0.3% of the 13F portfolio, value $13,106,759.

    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 277,763 shares
    Change vs previous 13F +223 shares

    0.39% of the 13F portfolio, value $13,979,827.

    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 277,540 shares
    Change vs previous 13F +231,917 shares

    0.49% of the 13F portfolio, value $13,965,813.

    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 45,623 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,291,185.

    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).