SMC — SUMMIT MIDSTREAM CORPORATION

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in SUMMIT MIDSTREAM CORPORATION (SMC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q4)
Avg. % of fund
0.02%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 52,985 — 0% 0.02% $1.4M $26.68
2025 Q3 INITIATED 52,985 — — 0.02% $1.1M $20.54
% of Fund (quarterly)    SMC price (monthly, adj. close)

Other funds also holding SMC

As of 2025 Q4 — sorted by position size

ARK & TLK INVESTMENTS, LLC 1.64% Flat Footed LLC 3Y 1.04% Liberty Mutual Group Asset Management Inc. 3Y 7Y 0.22% EAGLE GLOBAL ADVISORS LLC 3Y 7Y 0.2% Fractal Investments LLC 3Y 0.17% JB CAPITAL PARTNERS LP 3Y 0.11% Aventail Capital Group, LP 3Y 0.08% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.06% ALGERT GLOBAL LLC 3Y 7Y 0.02% Empowered Funds, LLC 3Y 7Y 0.02%
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