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Disclosery

Summit Financial, LLC: IWS position timeline

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

Summit Financial, LLC held 11,170 IWS 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 11,170 shares
    Change vs previous 13F +3,622 shares

    0.02% of the 13F portfolio, value $1,838,532.

    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 7,548 shares
    Change vs previous 13F -9,769 shares

    0.01% of the 13F portfolio, value $1,100,036.

    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 17,317 shares
    Change vs previous 13F +9,776 shares

    0.04% of the 13F portfolio, value $2,442,614.

    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 7,541 shares
    Change vs previous 13F +1,006 shares

    0.02% of the 13F portfolio, value $1,053,302.

    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 6,535 shares
    Change vs previous 13F +367 shares

    0.02% of the 13F portfolio, value $863,565.

    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 6,168 shares
    Change vs previous 13F -10,292 shares

    0.02% of the 13F portfolio, value $776,965.

    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 16,460 shares
    Change vs previous 13F -22,287 shares

    0.07% of the 13F portfolio, value $2,128,918.

    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 38,747 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,124,272.

    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).