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Disclosery

Summit Financial, LLC: IVLU position timeline

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

Summit Financial, LLC held 25,802 IVLU 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 25,802 shares
    Change vs previous 13F +10,055 shares

    0.01% of the 13F portfolio, value $1,079,033.

    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 15,747 shares
    Change vs previous 13F +9,873 shares

    0.01% of the 13F portfolio, value $624,827.

    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 5,874 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,498.

    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).