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Disclosery

Summit Financial, LLC: WES position timeline

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

Summit Financial, LLC held 94,579 WES 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 94,579 shares
    Change vs previous 13F +277 shares

    0.05% of the 13F portfolio, value $4,138,791.

    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 94,302 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $3,882,413.

    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 94,301 shares
    Change vs previous 13F +200 shares

    0.05% of the 13F portfolio, value $3,724,890.

    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 94,101 shares
    Change vs previous 13F +77 shares

    0.06% of the 13F portfolio, value $3,697,228.

    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 94,024 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $3,638,729.

    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 94,024 shares
    Change vs previous 13F +47 shares

    0.11% of the 13F portfolio, value $3,851,223.

    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 93,977 shares
    Change vs previous 13F +2,409 shares

    0.13% of the 13F portfolio, value $3,611,554.

    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 91,568 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,503,410.

    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).