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Summit Financial shares owned by Jentner

Quarter-by-quarter ownership of Summit Financial (SMMF) shares owned by Jentner from 13F filings

Historical chart of Jentner investment in Summit Financial

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All positions including Summit Financial held by Jentner consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Summit Financial by Jentner

Quarter filed Position value Share count Share price at filing
2023-12-31 $330k 11k 30.69
2023-09-30 $240k 11k 22.54
2023-06-30 $218k 11k 20.66
2023-03-31 $217k 11k 20.75
2022-12-31 $259k 10k 24.89
2022-09-30 $278k 10k 26.92
2022-06-30 $285k 10k 27.76
2022-03-31 $261k 10k 25.58