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Disclosery

Summit Financial, LLC: USIG position timeline

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

Summit Financial, LLC held 17,999 USIG 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 17,999 shares
    Change vs previous 13F +7,072 shares

    0.01% of the 13F portfolio, value $923,193.

    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 10,927 shares
    Change vs previous 13F +123 shares

    0.01% of the 13F portfolio, value $559,802.

    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 10,804 shares
    Change vs previous 13F -2,420 shares

    0.01% of the 13F portfolio, value $559,305.

    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 13,224 shares
    Change vs previous 13F +1,184 shares

    0.01% of the 13F portfolio, value $690,557.

    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 12,040 shares
    Change vs previous 13F -704 shares

    0.01% of the 13F portfolio, value $619,338.

    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 12,744 shares
    Change vs previous 13F -5,973 shares

    0.02% of the 13F portfolio, value $650,964.

    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 18,717 shares
    Change vs previous 13F -9,339 shares

    0.03% of the 13F portfolio, value $941,091.

    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 28,056 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,475,184.

    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).