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Disclosery

Summit Financial, LLC: WPC position timeline

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

Summit Financial, LLC held 19,812 WPC 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 19,812 shares
    Change vs previous 13F -926 shares

    0.02% of the 13F portfolio, value $1,435,207.

    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 20,738 shares
    Change vs previous 13F +297 shares

    0.02% of the 13F portfolio, value $1,428,663.

    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 20,441 shares
    Change vs previous 13F -838 shares

    0.02% of the 13F portfolio, value $1,334,417.

    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 21,279 shares
    Change vs previous 13F +302 shares

    0.02% of the 13F portfolio, value $1,437,804.

    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 20,977 shares
    Change vs previous 13F +1,683 shares

    0.03% of the 13F portfolio, value $1,327,409.

    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 19,294 shares
    Change vs previous 13F +1,837 shares

    0.03% of the 13F portfolio, value $1,217,619.

    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 17,457 shares
    Change vs previous 13F -523 shares

    0.03% of the 13F portfolio, value $966,418.

    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 17,980 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,135,887.

    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).