Summit Financial Consulting LLC: IYW position timeline

Summit Financial Consulting LLC held 31,841 IYW 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 31,841 shares

   Change vs previous 13F +30,038 shares

   5.45% of the 13F portfolio, value $8,031,255.

   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 1,803 shares

   Change vs previous 13F -37,101 shares

   0.23% of the 13F portfolio, value $327,100.

   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 38,904 shares

   Change vs previous 13F +4,084 shares

   5.64% of the 13F portfolio, value $7,768,351.

   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 34,820 shares

   Change vs previous 13F +34,820 shares

   5.44% of the 13F portfolio, value $6,819,845.

   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 -36,761 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 36,761 shares

   Change vs previous 13F not available

   4.79% of the 13F portfolio, value $5,162,721.

   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).