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Disclosery

Summit Financial, LLC: IBDW position timeline

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

Summit Financial, LLC held 1,399,981 IBDW 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 1,399,981 shares
    Change vs previous 13F -500,254 shares

    0.32% of the 13F portfolio, value $29,175,601.

    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 1,900,235 shares
    Change vs previous 13F +73,739 shares

    0.51% of the 13F portfolio, value $39,771,916.

    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 1,826,496 shares
    Change vs previous 13F +87,085 shares

    0.57% of the 13F portfolio, value $38,630,397.

    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 1,739,411 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $36,910,296.

    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).