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Disclosery

Summit Financial, LLC: IXUS position timeline

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

Summit Financial, LLC held 102,027 IXUS 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 102,027 shares
    Change vs previous 13F +9,550 shares

    0.11% of the 13F portfolio, value $9,737,438.

    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 92,477 shares
    Change vs previous 13F +2,695 shares

    0.1% of the 13F portfolio, value $8,012,244.

    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 89,782 shares
    Change vs previous 13F +6,547 shares

    0.11% of the 13F portfolio, value $7,599,115.

    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 83,235 shares
    Change vs previous 13F +1,432 shares

    0.1% of the 13F portfolio, value $6,873,550.

    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 81,803 shares
    Change vs previous 13F -1,005 shares

    0.14% of the 13F portfolio, value $6,324,183.

    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 82,808 shares
    Change vs previous 13F +7,912 shares

    0.16% of the 13F portfolio, value $5,780,815.

    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 74,896 shares
    Change vs previous 13F +931 shares

    0.17% of the 13F portfolio, value $4,953,619.

    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 73,965 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,372,093.

    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).