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SUMMIT SECURITIES GROUP LLC: TFC position timeline

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

SUMMIT SECURITIES GROUP LLC held 289 TFC 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 289 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $14,398.

    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 307 shares
    Change vs previous 13F -23,510 shares

    0.01% of the 13F portfolio, value $14,113.

    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 23,817 shares
    Change vs previous 13F +21,193 shares

    0.21% of the 13F portfolio, value $1,172,035.

    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 2,624 shares
    Change vs previous 13F +1,742 shares

    0.04% of the 13F portfolio, value $119,969.

    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 882 shares
    Change vs previous 13F +882 shares

    0.01% of the 13F portfolio, value $37,917.

    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 0 shares
    Change vs previous 13F -5,200 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 5,200 shares
    Change vs previous 13F -1,200 shares

    0.08% of the 13F portfolio, value $225,576.

    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 6,400 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $274,000.

    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).