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Disclosery

Summit Financial, LLC: WEC position timeline

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

Summit Financial, LLC held 12,616 WEC 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 12,616 shares
    Change vs previous 13F +1,497 shares

    0.02% of the 13F portfolio, value $1,473,142.

    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 11,119 shares
    Change vs previous 13F +398 shares

    0.02% of the 13F portfolio, value $1,287,299.

    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 10,721 shares
    Change vs previous 13F +626 shares

    0.02% of the 13F portfolio, value $1,130,629.

    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 10,095 shares
    Change vs previous 13F -371 shares

    0.02% of the 13F portfolio, value $1,156,774.

    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 10,466 shares
    Change vs previous 13F +545 shares

    0.02% of the 13F portfolio, value $1,090,587.

    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 9,921 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $1,081,154.

    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 9,911 shares
    Change vs previous 13F +3,827 shares

    0.03% of the 13F portfolio, value $931,988.

    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 6,084 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $585,159.

    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).