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Disclosery

Summit Financial, LLC: SCHV position timeline

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

Summit Financial, LLC held 191,967 SCHV 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 191,967 shares
    Change vs previous 13F -7,365 shares

    0.07% of the 13F portfolio, value $6,682,374.

    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 199,332 shares
    Change vs previous 13F -2,019 shares

    0.08% of the 13F portfolio, value $6,079,615.

    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 201,351 shares
    Change vs previous 13F +3,897 shares

    0.09% of the 13F portfolio, value $5,962,008.

    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 197,454 shares
    Change vs previous 13F +8,848 shares

    0.09% of the 13F portfolio, value $5,747,898.

    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 188,606 shares
    Change vs previous 13F +146,517 shares

    0.12% of the 13F portfolio, value $5,218,739.

    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 42,089 shares
    Change vs previous 13F -150,811 shares

    0.03% of the 13F portfolio, value $1,118,735.

    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 192,900 shares
    Change vs previous 13F +130,525 shares

    0.18% of the 13F portfolio, value $5,028,891.

    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 62,375 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,013,079.

    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).