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SUMMIT SECURITIES GROUP LLC: D position timeline

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

SUMMIT SECURITIES GROUP LLC held 1,740 D shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,740 shares
    Change vs previous 13F +1,600 shares

    0.02% of the 13F portfolio, value $118,824.

    13F-HR 0001531593-26-000006 filed by SUMMIT SECURITIES GROUP 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 140 shares
    Change vs previous 13F -9,728 shares

    <0.01% of the 13F portfolio, value $8,655.

    13F-HR 0001531593-26-000005 filed by SUMMIT SECURITIES GROUP 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 9,868 shares
    Change vs previous 13F +6,897 shares

    0.1% of the 13F portfolio, value $578,166.

    13F-HR 0001531593-26-000002 filed by SUMMIT SECURITIES GROUP 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 2,971 shares
    Change vs previous 13F +1,497 shares

    0.06% of the 13F portfolio, value $181,736.

    13F-HR 0001531593-25-000010 filed by SUMMIT SECURITIES GROUP 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 1,474 shares
    Change vs previous 13F -226 shares

    0.03% of the 13F portfolio, value $83,310.

    13F-HR 0001531593-25-000006 filed by SUMMIT SECURITIES GROUP 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 1,700 shares
    Change vs previous 13F -3,900 shares

    0.07% of the 13F portfolio, value $95,319.

    13F-HR 0001531593-25-000004 filed by SUMMIT SECURITIES GROUP 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 5,600 shares
    Change vs previous 13F +5,500 shares

    0.11% of the 13F portfolio, value $301,616.

    13F-HR 0001531593-25-000002 filed by SUMMIT SECURITIES GROUP 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 100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,000.

    13F-HR 0001531593-24-000020 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).