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Disclosery

Summit Financial, LLC: BIV position timeline

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

Summit Financial, LLC held 99,785 BIV 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 99,785 shares
    Change vs previous 13F -75,582 shares

    0.08% of the 13F portfolio, value $7,653,515.

    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 175,367 shares
    Change vs previous 13F +108,699 shares

    0.17% of the 13F portfolio, value $13,534,845.

    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 66,668 shares
    Change vs previous 13F +25,044 shares

    0.08% of the 13F portfolio, value $5,192,074.

    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 41,624 shares
    Change vs previous 13F +16,533 shares

    0.05% of the 13F portfolio, value $3,250,442.

    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 25,091 shares
    Change vs previous 13F -39,227 shares

    0.04% of the 13F portfolio, value $1,940,506.

    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 64,318 shares
    Change vs previous 13F +2,281 shares

    0.14% of the 13F portfolio, value $4,924,829.

    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 62,037 shares
    Change vs previous 13F +10,008 shares

    0.16% of the 13F portfolio, value $4,636,011.

    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 52,029 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,077,481.

    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).