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Disclosery

Summit Financial, LLC: WHR position timeline

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

Summit Financial, LLC held 7,349 WHR 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 7,349 shares
    Change vs previous 13F +518 shares

    <0.01% of the 13F portfolio, value $289,708.

    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 6,831 shares
    Change vs previous 13F +3,403 shares

    <0.01% of the 13F portfolio, value $368,325.

    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 3,428 shares
    Change vs previous 13F +73 shares

    <0.01% of the 13F portfolio, value $247,261.

    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 3,355 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $263,720.

    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 3,209 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $325,453.

    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 3,404 shares
    Change vs previous 13F -358 shares

    0.01% of the 13F portfolio, value $306,846.

    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 3,762 shares
    Change vs previous 13F +150 shares

    0.02% of the 13F portfolio, value $430,637.

    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 3,612 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $386,450.

    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).