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Disclosery

Summit Financial, LLC: IEMG position timeline

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

Summit Financial, LLC held 416,200 IEMG 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 416,200 shares
    Change vs previous 13F +16,215 shares

    0.38% of the 13F portfolio, value $34,477,976.

    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 399,985 shares
    Change vs previous 13F +151,157 shares

    0.36% of the 13F portfolio, value $27,898,986.

    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 248,828 shares
    Change vs previous 13F -11,624 shares

    0.25% of the 13F portfolio, value $16,726,193.

    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 260,452 shares
    Change vs previous 13F +7,309 shares

    0.26% of the 13F portfolio, value $17,169,006.

    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 253,143 shares
    Change vs previous 13F +51,613 shares

    0.34% of the 13F portfolio, value $15,196,175.

    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 201,530 shares
    Change vs previous 13F -26,894 shares

    0.3% of the 13F portfolio, value $10,876,572.

    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 228,424 shares
    Change vs previous 13F +685 shares

    0.42% of the 13F portfolio, value $11,928,286.

    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 227,739 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $13,074,454.

    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).