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Summit Financial Consulting LLC: IYZ position timeline

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

Summit Financial Consulting LLC held 182,668 IYZ 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 182,668 shares
    Change vs previous 13F -39,851 shares

    5.24% of the 13F portfolio, value $7,728,683.

    13F-HR 0002065794-26-000003 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 222,519 shares
    Change vs previous 13F -5,736 shares

    6.26% of the 13F portfolio, value $8,749,447.

    13F-HR 0002065794-26-000002 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 228,255 shares
    Change vs previous 13F +17,509 shares

    5.62% of the 13F portfolio, value $7,737,844.

    13F-HR 0002065794-26-000001 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 210,746 shares
    Change vs previous 13F -12,421 shares

    5.43% of the 13F portfolio, value $6,798,666.

    13F-HR 0002065794-25-000004 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 223,167 shares
    Change vs previous 13F -222 shares

    5.97% of the 13F portfolio, value $6,645,913.

    13F-HR 0002065794-25-000002 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 223,389 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $6,118,625.

    13F-HR 0002065794-25-000001 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

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