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Disclosery

Summit Financial, LLC: IYW position timeline

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

Summit Financial, LLC held 6,324 IYW 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 6,324 shares
    Change vs previous 13F +1,863 shares

    0.02% of the 13F portfolio, value $1,595,107.

    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 4,461 shares
    Change vs previous 13F -8,344 shares

    0.01% of the 13F portfolio, value $809,271.

    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 12,805 shares
    Change vs previous 13F +1,115 shares

    0.04% of the 13F portfolio, value $2,556,896.

    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 11,690 shares
    Change vs previous 13F +899 shares

    0.03% of the 13F portfolio, value $2,289,621.

    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 10,791 shares
    Change vs previous 13F +7,882 shares

    0.04% of the 13F portfolio, value $1,869,767.

    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 2,909 shares
    Change vs previous 13F +1,330 shares

    0.01% of the 13F portfolio, value $408,545.

    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 1,579 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $251,935.

    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).