Summit Financial Consulting LLC: IVW position timeline

Summit Financial Consulting LLC held 35,572 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 35,572 shares

   Change vs previous 13F -25,427 shares

   3.32% of the 13F portfolio, value $4,892,217.

   13F-HR 0002065794-26-000003 filed by Summit Financial Consulting LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 60,999 shares

   Change vs previous 13F +248 shares

   4.94% of the 13F portfolio, value $6,899,597.

   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).

3. period ended2025-12-31

   13F 60,751 shares

   Change vs previous 13F +5,199 shares

   5.44% of the 13F portfolio, value $7,488,168.

   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).

4. period ended2025-09-30

   13F 55,552 shares

   Change vs previous 13F +55,552 shares

   5.35% of the 13F portfolio, value $6,706,237.

   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).

5. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -60,236 shares

   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).

   Exited: the 13F for this period no longer lists the position.

6. period ended2025-03-31

   13F 60,236 shares

   Change vs previous 13F not available

   5.19% of the 13F portfolio, value $5,591,691.

   13F-HR 0002065794-25-000001 filed by Summit Financial Consulting LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).