Skip to content
Disclosery

Summit Financial, LLC: NVG position timeline

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

Summit Financial, LLC held 62,668 NVG 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 62,668 shares
    Change vs previous 13F -3,126 shares

    0.01% of the 13F portfolio, value $805,865.

    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 65,794 shares
    Change vs previous 13F +1,459 shares

    0.01% of the 13F portfolio, value $816,365.

    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 64,335 shares
    Change vs previous 13F +3,039 shares

    0.01% of the 13F portfolio, value $814,481.

    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 61,296 shares
    Change vs previous 13F -2,835 shares

    0.01% of the 13F portfolio, value $753,328.

    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 64,131 shares
    Change vs previous 13F +18,068 shares

    0.02% of the 13F portfolio, value $769,080.

    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 46,063 shares
    Change vs previous 13F +1,375 shares

    0.02% of the 13F portfolio, value $570,258.

    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 44,688 shares
    Change vs previous 13F -2,094 shares

    0.02% of the 13F portfolio, value $547,877.

    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 46,782 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $630,209.

    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).