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Disclosery

Summit Financial, LLC: IJS position timeline

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

Summit Financial, LLC held 71,221 IJS 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 71,221 shares
    Change vs previous 13F -5,082 shares

    0.11% of the 13F portfolio, value $9,734,476.

    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 76,303 shares
    Change vs previous 13F +2,480 shares

    0.12% of the 13F portfolio, value $9,038,112.

    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 73,823 shares
    Change vs previous 13F +5,584 shares

    0.12% of the 13F portfolio, value $8,395,101.

    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 68,239 shares
    Change vs previous 13F +46,976 shares

    0.12% of the 13F portfolio, value $7,546,553.

    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 21,263 shares
    Change vs previous 13F -3,983 shares

    0.05% of the 13F portfolio, value $2,115,424.

    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 25,246 shares
    Change vs previous 13F +6,163 shares

    0.07% of the 13F portfolio, value $2,461,025.

    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 19,083 shares
    Change vs previous 13F -141 shares

    0.07% of the 13F portfolio, value $2,072,561.

    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 19,224 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,069,608.

    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).