$267 Million is the total value of SUMMIT FINANCIAL GROUP, INC.'s 303 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | GRAYSCALE BITCOIN TR BTC | $0 | – | -4,100 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-06
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 28 | Q1 2024 | 4.4% |
| JOHNSON & JOHNSON | 28 | Q1 2024 | 6.3% |
| PROCTER & GAMBLE CO | 28 | Q1 2024 | 4.4% |
| SUMMIT FINL GROUP INC | 28 | Q1 2024 | 4.7% |
| EXXON MOBIL CORP | 28 | Q1 2024 | 4.0% |
| CSX CORP | 28 | Q1 2024 | 2.6% |
| COCA COLA CO | 28 | Q1 2024 | 2.4% |
| LILLY ELI & CO | 28 | Q1 2024 | 2.9% |
| APPLE INC | 28 | Q1 2024 | 2.0% |
| NORFOLK SOUTHN CORP | 28 | Q1 2024 | 2.8% |
View SUMMIT FINANCIAL GROUP, INC.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC | February 03, 2003 | 146,416 | - |
View SUMMIT FINANCIAL GROUP, INC.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 15-12G | 2024-05-14 |
| EFFECT | 2024-05-13 |
| EFFECT | 2024-05-13 |
| EFFECT | 2024-05-13 |
| EFFECT | 2024-05-13 |
| POS AM | 2024-05-07 |
| POS AM | 2024-05-07 |
| POS AM | 2024-05-07 |
| POS AM | 2024-05-07 |
| S-8 POS | 2024-05-07 |
View SUMMIT FINANCIAL GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.