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Disclosery

Summit Financial, LLC: IVW position timeline

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

Summit Financial, LLC held 81,882 IVW 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 81,882 shares
    Change vs previous 13F +5,329 shares

    0.12% of the 13F portfolio, value $11,261,174.

    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 76,553 shares
    Change vs previous 13F +53,109 shares

    0.11% of the 13F portfolio, value $8,658,929.

    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 23,444 shares
    Change vs previous 13F -13,218 shares

    0.04% of the 13F portfolio, value $2,889,701.

    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 36,662 shares
    Change vs previous 13F +23,128 shares

    0.07% of the 13F portfolio, value $4,425,784.

    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 13,534 shares
    Change vs previous 13F -2,049 shares

    0.03% of the 13F portfolio, value $1,490,129.

    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 15,583 shares
    Change vs previous 13F +4,369 shares

    0.04% of the 13F portfolio, value $1,446,602.

    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 11,214 shares
    Change vs previous 13F +2,167 shares

    0.04% of the 13F portfolio, value $1,138,569.

    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 9,047 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $866,259.

    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).