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Disclosery

Summit Financial, LLC: IWO position timeline

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

Summit Financial, LLC held 63,786 IWO 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 63,786 shares
    Change vs previous 13F +17,950 shares

    0.28% of the 13F portfolio, value $25,128,999.

    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 45,836 shares
    Change vs previous 13F +5,246 shares

    0.18% of the 13F portfolio, value $14,383,875.

    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 40,590 shares
    Change vs previous 13F +6,158 shares

    0.19% of the 13F portfolio, value $13,111,036.

    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 34,432 shares
    Change vs previous 13F -2,871 shares

    0.17% of the 13F portfolio, value $11,019,718.

    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 37,303 shares
    Change vs previous 13F +1,704 shares

    0.24% of the 13F portfolio, value $10,663,436.

    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 35,599 shares
    Change vs previous 13F +15,133 shares

    0.25% of the 13F portfolio, value $9,096,664.

    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 20,466 shares
    Change vs previous 13F +996 shares

    0.21% of the 13F portfolio, value $5,890,400.

    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 19,470 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,529,567.

    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).