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Disclosery

Summit Financial, LLC: FVD position timeline

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

Summit Financial, LLC held 19,944 FVD 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 19,944 shares
    Change vs previous 13F +1,688 shares

    0.01% of the 13F portfolio, value $960,924.

    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 18,256 shares
    Change vs previous 13F -2,568 shares

    0.01% of the 13F portfolio, value $858,588.

    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 20,824 shares
    Change vs previous 13F -3,813 shares

    0.01% of the 13F portfolio, value $959,569.

    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 24,637 shares
    Change vs previous 13F +10,145 shares

    0.02% of the 13F portfolio, value $1,139,220.

    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 14,492 shares
    Change vs previous 13F +769 shares

    0.01% of the 13F portfolio, value $647,812.

    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 13,723 shares
    Change vs previous 13F +2,743 shares

    0.02% of the 13F portfolio, value $611,928.

    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 10,980 shares
    Change vs previous 13F +390 shares

    0.02% of the 13F portfolio, value $479,167.

    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 10,590 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $481,739.

    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).