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Disclosery

Summit Financial, LLC: IVV position timeline

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

Summit Financial, LLC held 301,387 IVV 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 301,387 shares
    Change vs previous 13F +45,433 shares

    2.47% of the 13F portfolio, value $225,706,037.

    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 255,954 shares
    Change vs previous 13F +25,678 shares

    2.13% of the 13F portfolio, value $167,191,853.

    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 230,276 shares
    Change vs previous 13F -5,031 shares

    2.32% of the 13F portfolio, value $157,725,110.

    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 235,307 shares
    Change vs previous 13F +48,652 shares

    2.4% of the 13F portfolio, value $157,491,142.

    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 186,655 shares
    Change vs previous 13F +107,574 shares

    2.62% of the 13F portfolio, value $115,893,844.

    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 79,081 shares
    Change vs previous 13F +11,193 shares

    1.25% of the 13F portfolio, value $44,435,853.

    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 67,888 shares
    Change vs previous 13F +8,347 shares

    1.4% of the 13F portfolio, value $39,964,033.

    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 59,541 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $34,344,662.

    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).