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Disclosery

Summit Financial, LLC: IJH position timeline

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

Summit Financial, LLC held 457,005 IJH 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 457,005 shares
    Change vs previous 13F +20,098 shares

    0.39% of the 13F portfolio, value $35,239,622.

    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 436,907 shares
    Change vs previous 13F +4,163 shares

    0.38% of the 13F portfolio, value $29,504,298.

    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 432,744 shares
    Change vs previous 13F -7,414 shares

    0.42% of the 13F portfolio, value $28,561,117.

    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 440,158 shares
    Change vs previous 13F +56,342 shares

    0.44% of the 13F portfolio, value $28,724,735.

    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 383,816 shares
    Change vs previous 13F -7,570 shares

    0.54% of the 13F portfolio, value $23,804,286.

    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 391,386 shares
    Change vs previous 13F +194,926 shares

    0.64% of the 13F portfolio, value $22,837,401.

    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 196,460 shares
    Change vs previous 13F +4,382 shares

    0.43% of the 13F portfolio, value $12,241,448.

    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 192,078 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $11,970,276.

    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).