$276 Million is the total value of SUMMIT FINANCIAL GROUP, INC.'s 310 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -3,000 | -100.0% | -0.08% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,095 | -100.0% | -0.08% | – |
| PBW | Exit | INVESCO EXCHANGE TRADED FD Twilderhil clan | $0 | – | -2,765 | -100.0% | -0.10% | – |
| DVYE | Exit | ISHARES INCem mkts div etf | $0 | – | -7,058 | -100.0% | -0.10% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -22,246 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-08
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 26 | Q3 2023 | 6.3% |
| MICROSOFT CORP | 26 | Q3 2023 | 4.4% |
| PROCTER & GAMBLE CO | 26 | Q3 2023 | 4.4% |
| SUMMIT FINL GROUP INC | 26 | Q3 2023 | 4.7% |
| EXXON MOBIL CORP | 26 | Q3 2023 | 4.0% |
| CSX CORP | 26 | Q3 2023 | 2.6% |
| COCA COLA CO | 26 | Q3 2023 | 2.4% |
| NORFOLK SOUTHN CORP | 26 | Q3 2023 | 2.8% |
| APPLE INC | 26 | Q3 2023 | 2.0% |
| LILLY ELI & CO | 26 | Q3 2023 | 2.6% |
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.