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Disclosery

Summit Financial, LLC: ITM position timeline

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

Summit Financial, LLC held 10,417 ITM 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 10,417 shares
    Change vs previous 13F +475 shares

    0.01% of the 13F portfolio, value $489,478.

    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 9,942 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $461,594.

    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 9,895 shares
    Change vs previous 13F -791 shares

    0.01% of the 13F portfolio, value $466,664.

    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 10,686 shares
    Change vs previous 13F +2,140 shares

    0.01% of the 13F portfolio, value $497,967.

    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 8,546 shares
    Change vs previous 13F +2,281 shares

    0.01% of the 13F portfolio, value $388,586.

    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 6,265 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $285,123.

    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 6,204 shares
    Change vs previous 13F +1,120 shares

    0.01% of the 13F portfolio, value $286,015.

    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 5,084 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $238,675.

    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).