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Disclosery

Summit Financial, LLC: UTF position timeline

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

Summit Financial, LLC held 15,228 UTF 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 15,228 shares
    Change vs previous 13F -477 shares

    <0.01% of the 13F portfolio, value $420,137.

    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 15,705 shares
    Change vs previous 13F -447 shares

    0.01% of the 13F portfolio, value $406,438.

    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 16,152 shares
    Change vs previous 13F +231 shares

    0.01% of the 13F portfolio, value $389,425.

    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 15,921 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $394,841.

    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 15,921 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $429,071.

    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).