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Disclosery

Summit Financial, LLC: IEFA position timeline

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

Summit Financial, LLC held 543,437 IEFA 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 543,437 shares
    Change vs previous 13F -22,787 shares

    0.58% of the 13F portfolio, value $52,485,143.

    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 566,224 shares
    Change vs previous 13F +78,022 shares

    0.65% of the 13F portfolio, value $51,260,282.

    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 488,202 shares
    Change vs previous 13F -28,111 shares

    0.64% of the 13F portfolio, value $43,674,564.

    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 516,313 shares
    Change vs previous 13F +61,554 shares

    0.69% of the 13F portfolio, value $45,079,295.

    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 454,759 shares
    Change vs previous 13F +134,086 shares

    0.86% of the 13F portfolio, value $37,963,257.

    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 320,673 shares
    Change vs previous 13F -101,445 shares

    0.68% of the 13F portfolio, value $24,258,936.

    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 422,118 shares
    Change vs previous 13F +78,353 shares

    1.04% of the 13F portfolio, value $29,666,443.

    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 343,765 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $26,830,850.

    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).