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Disclosery

Summit Financial, LLC: ACWI position timeline

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

Summit Financial, LLC held 25,501 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,501 shares
    Change vs previous 13F +2,688 shares

    0.04% of the 13F portfolio, value $4,002,910.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 22,813 shares
    Change vs previous 13F +1,130 shares

    0.04% of the 13F portfolio, value $3,156,633.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 21,683 shares
    Change vs previous 13F +1,668 shares

    0.05% of the 13F portfolio, value $3,067,925.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 20,015 shares
    Change vs previous 13F +5,405 shares

    0.04% of the 13F portfolio, value $2,766,874.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 14,610 shares
    Change vs previous 13F -1,926 shares

    0.04% of the 13F portfolio, value $1,878,846.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 16,536 shares
    Change vs previous 13F +5,604 shares

    0.05% of the 13F portfolio, value $1,924,625.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,932 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,284,510.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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