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Disclosery

Summit Financial, LLC: IBDY position timeline

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

Summit Financial, LLC held 1,143,222 IBDY 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 1,143,222 shares
    Change vs previous 13F -895,423 shares

    0.32% of the 13F portfolio, value $29,432,264.

    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 2,038,645 shares
    Change vs previous 13F +86,500 shares

    0.67% of the 13F portfolio, value $52,698,976.

    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 1,952,145 shares
    Change vs previous 13F +97,284 shares

    0.75% of the 13F portfolio, value $51,029,083.

    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 1,854,861 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $48,652,998.

    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).