Summit Financial Consulting LLC: IDU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial Consulting LLC on IDU, newest first. How the timeline and the estimate are built.

Summit Financial Consulting LLC held 0 IDU shares at 2026-03-31 per its 13F-HR filed 2026-04-10.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -65,479 shares
13F-HR 0002065794-26-000002 filed by Summit Financial Consulting LLC
Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 65,479 shares
Change vs previous 13F +6,446 shares
5.15% of the 13F portfolio, value $7,095,304.
13F-HR 0002065794-26-000001 filed by Summit Financial Consulting LLC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 59,033 shares
Change vs previous 13F +6,100 shares
5.23% of the 13F portfolio, value $6,546,760.
13F-HR 0002065794-25-000004 filed by Summit Financial Consulting LLC
Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 52,933 shares
Change vs previous 13F not available
4.97% of the 13F portfolio, value $5,535,204.
13F-HR 0002065794-25-000002 filed by Summit Financial Consulting LLC
Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).