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Disclosery

Summit Financial, LLC: IUSB position timeline

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

Summit Financial, LLC held 766,169 IUSB 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 766,169 shares
    Change vs previous 13F +51,763 shares

    0.39% of the 13F portfolio, value $35,358,712.

    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 714,406 shares
    Change vs previous 13F +115,470 shares

    0.42% of the 13F portfolio, value $32,998,422.

    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 598,936 shares
    Change vs previous 13F +16,949 shares

    0.41% of the 13F portfolio, value $27,874,494.

    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 581,987 shares
    Change vs previous 13F +67,238 shares

    0.41% of the 13F portfolio, value $27,184,627.

    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 514,749 shares
    Change vs previous 13F +12,918 shares

    0.54% of the 13F portfolio, value $23,796,830.

    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 501,831 shares
    Change vs previous 13F +262,180 shares

    0.65% of the 13F portfolio, value $23,124,391.

    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 239,651 shares
    Change vs previous 13F +55,633 shares

    0.38% of the 13F portfolio, value $10,832,208.

    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 184,018 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $8,670,935.

    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).