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Disclosery

Summit Financial, LLC: IVE position timeline

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

Summit Financial, LLC held 117,262 IVE 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 117,262 shares
    Change vs previous 13F +2,620 shares

    0.29% of the 13F portfolio, value $26,625,576.

    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 114,642 shares
    Change vs previous 13F +5,888 shares

    0.31% of the 13F portfolio, value $24,206,725.

    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 108,754 shares
    Change vs previous 13F -2,024 shares

    0.34% of the 13F portfolio, value $23,063,381.

    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 110,778 shares
    Change vs previous 13F +104,145 shares

    0.35% of the 13F portfolio, value $22,876,685.

    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 6,633 shares
    Change vs previous 13F +1,714 shares

    0.03% of the 13F portfolio, value $1,296,158.

    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 4,919 shares
    Change vs previous 13F -1,789 shares

    0.03% of the 13F portfolio, value $937,493.

    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 6,708 shares
    Change vs previous 13F +404 shares

    0.04% of the 13F portfolio, value $1,280,466.

    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 6,304 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,242,985.

    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).