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Disclosery

Summit Financial, LLC: IHI position timeline

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

Summit Financial, LLC held 7,780 IHI 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 7,780 shares
    Change vs previous 13F -7,265 shares

    <0.01% of the 13F portfolio, value $384,412.

    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 15,045 shares
    Change vs previous 13F +4,452 shares

    0.01% of the 13F portfolio, value $802,638.

    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 10,593 shares
    Change vs previous 13F -2,623 shares

    0.01% of the 13F portfolio, value $658,374.

    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 13,216 shares
    Change vs previous 13F +1,350 shares

    0.01% of the 13F portfolio, value $794,007.

    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 11,866 shares
    Change vs previous 13F +2,821 shares

    0.02% of the 13F portfolio, value $743,266.

    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 9,045 shares
    Change vs previous 13F +185 shares

    0.02% of the 13F portfolio, value $544,419.

    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 8,860 shares
    Change vs previous 13F -216 shares

    0.02% of the 13F portfolio, value $516,969.

    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 9,076 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $537,481.

    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).