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Disclosery

Summit Financial, LLC: IUSV position timeline

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

Summit Financial, LLC held 71,180 IUSV 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 71,180 shares
    Change vs previous 13F +14,401 shares

    0.09% of the 13F portfolio, value $7,840,453.

    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 56,779 shares
    Change vs previous 13F +4,047 shares

    0.07% of the 13F portfolio, value $5,805,611.

    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 52,732 shares
    Change vs previous 13F +856 shares

    0.08% of the 13F portfolio, value $5,407,164.

    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 51,876 shares
    Change vs previous 13F +4,983 shares

    0.08% of the 13F portfolio, value $5,184,959.

    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 46,893 shares
    Change vs previous 13F +7,094 shares

    0.1% of the 13F portfolio, value $4,437,476.

    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 39,799 shares
    Change vs previous 13F +5,617 shares

    0.1% of the 13F portfolio, value $3,673,032.

    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 34,182 shares
    Change vs previous 13F +2,728 shares

    0.11% of the 13F portfolio, value $3,164,938.

    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 31,454 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,003,519.

    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).