Skip to content
Disclosery

Summit Financial, LLC: IWN position timeline

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

Summit Financial, LLC held 38,649 IWN 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 38,649 shares
    Change vs previous 13F +3,858 shares

    0.09% of the 13F portfolio, value $8,549,209.

    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 34,791 shares
    Change vs previous 13F -21,706 shares

    0.08% of the 13F portfolio, value $6,596,118.

    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 56,497 shares
    Change vs previous 13F +2,334 shares

    0.15% of the 13F portfolio, value $10,237,895.

    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 54,163 shares
    Change vs previous 13F +18,273 shares

    0.15% of the 13F portfolio, value $9,576,641.

    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 35,890 shares
    Change vs previous 13F -4,930 shares

    0.13% of the 13F portfolio, value $5,661,929.

    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 40,820 shares
    Change vs previous 13F -2,822 shares

    0.17% of the 13F portfolio, value $6,163,063.

    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 43,642 shares
    Change vs previous 13F +31,746 shares

    0.25% of the 13F portfolio, value $7,164,645.

    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 11,896 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,984,558.

    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).