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Disclosery

Summit Financial, LLC: ITOT position timeline

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

Summit Financial, LLC held 190,400 ITOT 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 190,400 shares
    Change vs previous 13F -14,617 shares

    0.34% of the 13F portfolio, value $31,276,931.

    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 205,017 shares
    Change vs previous 13F +49,610 shares

    0.37% of the 13F portfolio, value $29,200,539.

    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 155,407 shares
    Change vs previous 13F +2,945 shares

    0.34% of the 13F portfolio, value $23,107,490.

    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 152,462 shares
    Change vs previous 13F +3,340 shares

    0.34% of the 13F portfolio, value $22,206,107.

    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 149,122 shares
    Change vs previous 13F +3,158 shares

    0.46% of the 13F portfolio, value $20,137,441.

    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 145,964 shares
    Change vs previous 13F +47,208 shares

    0.5% of the 13F portfolio, value $17,809,083.

    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 98,756 shares
    Change vs previous 13F +20,554 shares

    0.45% of the 13F portfolio, value $12,702,029.

    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 78,202 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $9,823,683.

    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).