Entity type
Company
Filer Snapshot
SUMMIT FINANCIAL GROUP, INC.
CIK 0000811808. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
55
Latest filing
03 May 2024
Industry
State Commercial Banks
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$281.26M
190 holdings for Q1 2024
Open portfolioLargest parsed holding
MSFT
$11.76M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Forms 3/4/5
View source filing
4 filed on 03 May 2024 for CIK 0000811808.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$281.26MQuarterly institutional holdings reported on Form 13F; not total AUM.
Latest reported 13F value
13F$281.26MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Source: SEC Form 13FScope: U.S.-listed equity holdingsLargest 13F holdings
13FMSFT SPY RSP LLY IJR+15 more
PG EFA SMMF AGG JNJ IJH XOM DVY QQQ CSX AAPL IWM IVV IWR HDVLargest symbols in the latest parsed Form 13F information table.
Freshness: Latest parsed 13F periodLargest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
MSFT SPY RSP LLY IJR PG EFA SMMF+12 more
AGG JNJ IJH XOM DVY QQQ CSX AAPL IWM IVV IWR HDVHow to read these SEC ownership signals
- Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
- Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
- Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
- SEC industry group
- State Commercial Banks (Office of Finance)
- Business address
- 300 North Main St, Moorefield, WV, 26836
- Incorporated in
- WV
- Fiscal year end
- 31 December
- Former names on EDGAR
- SOUTH BRANCH VALLEY BANCORP INC (to 31 Mar 1999)
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
2 identity fields
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Filer intelligence
What SEC filings say about SUMMIT FINANCIAL GROUP, INC.
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $281.26M across 190 reported holdings for Q1 2024.
- Largest parsed 13F holding: MSFT at $11.76M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
17%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$46.69M
Compared with $281.26M total 13F value.
Top 5 net change
-$331.1K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: IJH ยท Largest trim: EEM
MSFT
SPY
RSP
LLY
IJR
Other holdings
Latest update
What changed recently for SUMMIT FINANCIAL GROUP, INC.
Latest financial period: Q1 2024. Open the source-backed page to inspect the fresh filing or facts context.
Update date
02 May 2024
Page type
Company facts
Latest period
Q1 2024
SEC-backed company facts were refreshed from filings filed on 02 May 2024.
Benchmark Context
Benchmark context for this company
SUMMIT FINANCIAL GROUP, INC. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest financial period: Q1 2024. That gives you a fresh baseline before you compare this company with peers.
- Latest company facts filing date: 02 May 2024.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0000811808 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
55
First seen
01 Aug 2017
Latest filing
03 May 2024
Entity
Company
Observed form types
10-K
10-K/A
10-Q
13F-HR
13F-HR/A
4
Industry context: State Commercial Banks.
Latest Filings
Showing the latest 12 of 55 SEC filings for SUMMIT FINANCIAL GROUP, INC..
4
4 filing
- Filing date
- 03 May 2024
- Reporting date
- 03 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 May 2024
- Reporting date
- 03 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 May 2024
- Reporting date
- 03 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 May 2024
- Reporting date
- 03 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 May 2024
- Reporting date
- 03 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 May 2024
- Reporting date
- 03 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 May 2024
- Reporting date
- 03 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 May 2024
- Reporting date
- 03 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 May 2024
- Reporting date
- 03 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 May 2024
- Reporting date
- 03 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 May 2024
- Reporting date
- 03 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 03 May 2024
- Reporting date
- 03 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing