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Disclosery

Summit Financial, LLC: IYH position timeline

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

Summit Financial, LLC held 5,396 IYH 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 5,396 shares
    Change vs previous 13F -213 shares

    <0.01% of the 13F portfolio, value $361,582.

    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 5,609 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $345,768.

    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 5,875 shares
    Change vs previous 13F +570 shares

    0.01% of the 13F portfolio, value $382,441.

    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 5,305 shares
    Change vs previous 13F -994 shares

    <0.01% of the 13F portfolio, value $311,483.

    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 6,299 shares
    Change vs previous 13F -875 shares

    0.01% of the 13F portfolio, value $355,743.

    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 7,174 shares
    Change vs previous 13F -2,333 shares

    0.01% of the 13F portfolio, value $436,805.

    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 9,507 shares
    Change vs previous 13F -2,659 shares

    0.02% of the 13F portfolio, value $553,949.

    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 12,166 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $790,769.

    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).