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Disclosery

Summit Financial, LLC: IEF position timeline

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

Summit Financial, LLC held 89,610 IEF 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 89,610 shares
    Change vs previous 13F -1,615 shares

    0.09% of the 13F portfolio, value $8,474,418.

    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 91,225 shares
    Change vs previous 13F -13,348 shares

    0.11% of the 13F portfolio, value $8,706,525.

    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 104,573 shares
    Change vs previous 13F -488 shares

    0.15% of the 13F portfolio, value $10,055,738.

    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 105,061 shares
    Change vs previous 13F -4,762 shares

    0.15% of the 13F portfolio, value $10,134,180.

    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 109,823 shares
    Change vs previous 13F -49,445 shares

    0.24% of the 13F portfolio, value $10,517,780.

    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 159,268 shares
    Change vs previous 13F +72,799 shares

    0.43% of the 13F portfolio, value $15,189,433.

    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 86,469 shares
    Change vs previous 13F -8,544 shares

    0.28% of the 13F portfolio, value $7,994,022.

    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 95,013 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $9,322,640.

    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).