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Disclosery

Summit Financial, LLC: ITW position timeline

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

Summit Financial, LLC held 6,223 ITW 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 6,223 shares
    Change vs previous 13F +1,905 shares

    0.02% of the 13F portfolio, value $1,693,207.

    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 4,318 shares
    Change vs previous 13F -84 shares

    0.01% of the 13F portfolio, value $1,130,981.

    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 4,402 shares
    Change vs previous 13F -247 shares

    0.02% of the 13F portfolio, value $1,091,199.

    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 4,649 shares
    Change vs previous 13F +402 shares

    0.02% of the 13F portfolio, value $1,212,363.

    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 4,247 shares
    Change vs previous 13F +438 shares

    0.02% of the 13F portfolio, value $1,056,515.

    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 3,809 shares
    Change vs previous 13F +128 shares

    0.03% of the 13F portfolio, value $944,582.

    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 3,681 shares
    Change vs previous 13F +198 shares

    0.03% of the 13F portfolio, value $938,760.

    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 3,483 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $918,067.

    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).