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Disclosery

Summit Financial, LLC: IWP position timeline

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

Summit Financial, LLC held 42,435 IWP 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 42,435 shares
    Change vs previous 13F -41,289 shares

    0.07% of the 13F portfolio, value $6,212,906.

    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 83,724 shares
    Change vs previous 13F +47,707 shares

    0.14% of the 13F portfolio, value $10,726,766.

    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 36,017 shares
    Change vs previous 13F +3,541 shares

    0.07% of the 13F portfolio, value $4,932,159.

    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 32,476 shares
    Change vs previous 13F +7,785 shares

    0.07% of the 13F portfolio, value $4,624,947.

    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 24,691 shares
    Change vs previous 13F +5,963 shares

    0.08% of the 13F portfolio, value $3,424,130.

    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 18,728 shares
    Change vs previous 13F -2,017 shares

    0.06% of the 13F portfolio, value $2,200,390.

    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 20,745 shares
    Change vs previous 13F -8,133 shares

    0.09% of the 13F portfolio, value $2,629,489.

    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 28,878 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,387,151.

    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).