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Disclosery

Summit Financial, LLC: IQLT position timeline

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

Summit Financial, LLC held 119,677 IQLT 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 119,677 shares
    Change vs previous 13F -997 shares

    0.07% of the 13F portfolio, value $5,929,991.

    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 120,674 shares
    Change vs previous 13F +726 shares

    0.07% of the 13F portfolio, value $5,578,769.

    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 119,948 shares
    Change vs previous 13F -4,887 shares

    0.08% of the 13F portfolio, value $5,451,627.

    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 124,835 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,516,458.

    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).