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Disclosery

Summit Financial, LLC: IWM position timeline

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

Summit Financial, LLC held 157,452 IWM 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 157,452 shares
    Change vs previous 13F +9,067 shares

    0.52% of the 13F portfolio, value $47,306,568.

    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 148,385 shares
    Change vs previous 13F +14,697 shares

    0.47% of the 13F portfolio, value $36,799,477.

    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 133,688 shares
    Change vs previous 13F +62,955 shares

    0.48% of the 13F portfolio, value $32,908,701.

    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 70,733 shares
    Change vs previous 13F +7,311 shares

    0.26% of the 13F portfolio, value $17,114,577.

    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 63,422 shares
    Change vs previous 13F +2,857 shares

    0.31% of the 13F portfolio, value $13,685,831.

    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 60,565 shares
    Change vs previous 13F -27,678 shares

    0.34% of the 13F portfolio, value $12,082,108.

    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 88,243 shares
    Change vs previous 13F +4,704 shares

    0.68% of the 13F portfolio, value $19,498,127.

    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 83,539 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $18,452,835.

    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).