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Disclosery

Summit Financial, LLC: WBD position timeline

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

Summit Financial, LLC held 105,859 WBD 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 105,859 shares
    Change vs previous 13F -2,825 shares

    0.03% of the 13F portfolio, value $2,822,210.

    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 108,684 shares
    Change vs previous 13F -4,174 shares

    0.04% of the 13F portfolio, value $2,984,472.

    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 112,858 shares
    Change vs previous 13F +1,498 shares

    0.05% of the 13F portfolio, value $3,252,578.

    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 111,360 shares
    Change vs previous 13F -4,327 shares

    0.03% of the 13F portfolio, value $2,174,868.

    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 115,687 shares
    Change vs previous 13F +2,426 shares

    0.03% of the 13F portfolio, value $1,325,773.

    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 113,261 shares
    Change vs previous 13F +630 shares

    0.03% of the 13F portfolio, value $1,215,291.

    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 112,631 shares
    Change vs previous 13F +73,464 shares

    0.04% of the 13F portfolio, value $1,190,510.

    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 39,167 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $323,128.

    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).