Summit Financial Consulting LLC: VTWO position timeline

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

Summit Financial Consulting LLC held 68,479 VTWO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 68,479 shares
Change vs previous 13F -4,478 shares
5.64% of the 13F portfolio, value $8,314,720.
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).
period ended2026-03-31
13F 72,957 shares
Change vs previous 13F not available
5.23% of the 13F portfolio, value $7,308,103.
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).