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Disclosery

Summit Financial, LLC: IGSB position timeline

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

Summit Financial, LLC held 283,389 IGSB 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 283,389 shares
    Change vs previous 13F +5,775 shares

    0.16% of the 13F portfolio, value $14,852,399.

    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 277,614 shares
    Change vs previous 13F -31,313 shares

    0.19% of the 13F portfolio, value $14,591,392.

    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 308,927 shares
    Change vs previous 13F +25,125 shares

    0.24% of the 13F portfolio, value $16,336,052.

    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 283,802 shares
    Change vs previous 13F +6,879 shares

    0.23% of the 13F portfolio, value $15,050,010.

    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 276,923 shares
    Change vs previous 13F +18,975 shares

    0.33% of the 13F portfolio, value $14,610,455.

    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 257,948 shares
    Change vs previous 13F +25,564 shares

    0.38% of the 13F portfolio, value $13,508,737.

    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 232,384 shares
    Change vs previous 13F +33,615 shares

    0.42% of the 13F portfolio, value $12,014,268.

    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 198,769 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $10,467,187.

    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).