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Disclosery

Summit Financial, LLC: WST position timeline

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

Summit Financial, LLC held 12,937 WST 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 12,937 shares
    Change vs previous 13F +336 shares

    0.05% of the 13F portfolio, value $4,644,450.

    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 12,601 shares
    Change vs previous 13F +48 shares

    0.04% of the 13F portfolio, value $3,158,357.

    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 12,553 shares
    Change vs previous 13F -745 shares

    0.05% of the 13F portfolio, value $3,453,700.

    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 13,298 shares
    Change vs previous 13F +1,605 shares

    0.05% of the 13F portfolio, value $3,488,428.

    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 11,693 shares
    Change vs previous 13F +859 shares

    0.06% of the 13F portfolio, value $2,558,411.

    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 10,834 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,425,623.

    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).