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Disclosery

Summit Financial, LLC: USTB position timeline

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

Summit Financial, LLC held 193,690 USTB 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 193,690 shares
    Change vs previous 13F +2,085 shares

    0.11% of the 13F portfolio, value $9,804,591.

    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 191,605 shares
    Change vs previous 13F +57,628 shares

    0.12% of the 13F portfolio, value $9,691,403.

    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 133,977 shares
    Change vs previous 13F +48,994 shares

    0.1% of the 13F portfolio, value $6,811,409.

    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 84,983 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,333,305.

    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).