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Disclosery

Summit Financial, LLC: WPM position timeline

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

Summit Financial, LLC held 242,785 WPM 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 242,785 shares
    Change vs previous 13F +1,396 shares

    0.3% of the 13F portfolio, value $27,269,559.

    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 241,389 shares
    Change vs previous 13F -66,586 shares

    0.4% of the 13F portfolio, value $31,671,502.

    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 307,975 shares
    Change vs previous 13F -14,978 shares

    0.53% of the 13F portfolio, value $36,193,242.

    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 322,953 shares
    Change vs previous 13F +32,282 shares

    0.55% of the 13F portfolio, value $36,119,094.

    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 290,671 shares
    Change vs previous 13F -36,412 shares

    0.59% of the 13F portfolio, value $26,102,225.

    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 327,083 shares
    Change vs previous 13F -44,491 shares

    0.71% of the 13F portfolio, value $25,391,476.

    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 371,574 shares
    Change vs previous 13F +27,423 shares

    0.73% of the 13F portfolio, value $20,897,303.

    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 344,151 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $21,020,727.

    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).