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Disclosery

Summit Financial, LLC: ITA position timeline

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

Summit Financial, LLC held 26,886 ITA 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 26,886 shares
    Change vs previous 13F +2,014 shares

    0.07% of the 13F portfolio, value $6,517,588.

    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 24,872 shares
    Change vs previous 13F +1,550 shares

    0.07% of the 13F portfolio, value $5,440,659.

    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 23,322 shares
    Change vs previous 13F -2,922 shares

    0.07% of the 13F portfolio, value $5,007,068.

    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 26,244 shares
    Change vs previous 13F +2,045 shares

    0.08% of the 13F portfolio, value $5,491,886.

    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 24,199 shares
    Change vs previous 13F +14,192 shares

    0.1% of the 13F portfolio, value $4,564,934.

    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 10,007 shares
    Change vs previous 13F +5,721 shares

    0.04% of the 13F portfolio, value $1,532,044.

    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 4,286 shares
    Change vs previous 13F +2,057 shares

    0.02% of the 13F portfolio, value $623,024.

    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 2,229 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $333,608.

    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).