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Disclosery

Summit Financial, LLC: IWF position timeline

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

Summit Financial, LLC held 182,955 IWF 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 182,955 shares
    Change vs previous 13F +138,854 shares

    0.25% of the 13F portfolio, value $22,717,463.

    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 44,101 shares
    Change vs previous 13F +3,664 shares

    0.24% of the 13F portfolio, value $18,804,532.

    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 40,437 shares
    Change vs previous 13F +3,165 shares

    0.28% of the 13F portfolio, value $19,138,651.

    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 37,272 shares
    Change vs previous 13F +523 shares

    0.27% of the 13F portfolio, value $17,458,364.

    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 36,749 shares
    Change vs previous 13F -2,163 shares

    0.35% of the 13F portfolio, value $15,602,914.

    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 38,912 shares
    Change vs previous 13F +1,256 shares

    0.39% of the 13F portfolio, value $14,050,857.

    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 37,656 shares
    Change vs previous 13F +2,768 shares

    0.53% of the 13F portfolio, value $15,121,787.

    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 34,888 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $13,096,107.

    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).