Skip to content
Disclosery

Summit Financial, LLC: ACWV position timeline

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

Summit Financial, LLC held 5,178 ACWV 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 5,178 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $622,551.

    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 5,243 shares
    Change vs previous 13F -275 shares

    0.01% of the 13F portfolio, value $626,591.

    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 5,518 shares
    Change vs previous 13F -1,345 shares

    0.01% of the 13F portfolio, value $655,263.

    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 6,863 shares
    Change vs previous 13F -455 shares

    0.01% of the 13F portfolio, value $823,011.

    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 7,318 shares
    Change vs previous 13F -223 shares

    0.02% of the 13F portfolio, value $867,695.

    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 7,541 shares
    Change vs previous 13F -11,765 shares

    0.02% of the 13F portfolio, value $877,546.

    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 19,306 shares
    Change vs previous 13F -6,112 shares

    0.07% of the 13F portfolio, value $2,108,215.

    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).

  8. period ended2024-09-30
    13F 25,418 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,911,124.

    13F-HR 0001765536-24-000003 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).