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Disclosery

Summit Financial, LLC: UUUU position timeline

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

Summit Financial, LLC held 1,049,774 UUUU 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 1,049,774 shares
    Change vs previous 13F +17,259 shares

    0.17% of the 13F portfolio, value $15,221,724.

    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 1,032,515 shares
    Change vs previous 13F +8,087 shares

    0.24% of the 13F portfolio, value $18,843,399.

    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 1,024,428 shares
    Change vs previous 13F +1,644 shares

    0.22% of the 13F portfolio, value $14,895,183.

    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 1,022,784 shares
    Change vs previous 13F -3,879 shares

    0.24% of the 13F portfolio, value $15,699,734.

    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 1,026,663 shares
    Change vs previous 13F +63,100 shares

    0.13% of the 13F portfolio, value $5,903,312.

    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 963,563 shares
    Change vs previous 13F +20,000 shares

    0.1% of the 13F portfolio, value $3,594,090.

    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 943,563 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,840,478.

    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).