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Disclosery

Summit Financial, LLC: WFC position timeline

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

Summit Financial, LLC held 119,064 WFC 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 119,064 shares
    Change vs previous 13F +6,233 shares

    0.11% of the 13F portfolio, value $9,839,441.

    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 112,831 shares
    Change vs previous 13F -40,685 shares

    0.11% of the 13F portfolio, value $8,982,513.

    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 153,516 shares
    Change vs previous 13F +102,036 shares

    0.21% of the 13F portfolio, value $14,307,659.

    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 51,480 shares
    Change vs previous 13F +12,549 shares

    0.07% of the 13F portfolio, value $4,315,017.

    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 38,931 shares
    Change vs previous 13F +13,737 shares

    0.07% of the 13F portfolio, value $3,119,131.

    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 25,194 shares
    Change vs previous 13F +1,165 shares

    0.05% of the 13F portfolio, value $1,808,642.

    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 24,029 shares
    Change vs previous 13F +1,275 shares

    0.06% of the 13F portfolio, value $1,687,783.

    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 22,754 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,285,346.

    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).