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Disclosery

Summit Financial, LLC: SPYV position timeline

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

Summit Financial, LLC held 1,024,625 SPYV 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 1,024,625 shares
    Change vs previous 13F +59,154 shares

    0.68% of the 13F portfolio, value $62,286,974.

    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 965,471 shares
    Change vs previous 13F +562,028 shares

    0.7% of the 13F portfolio, value $54,626,330.

    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 403,443 shares
    Change vs previous 13F +40,798 shares

    0.34% of the 13F portfolio, value $22,919,580.

    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 362,645 shares
    Change vs previous 13F +36,183 shares

    0.31% of the 13F portfolio, value $20,065,172.

    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 326,462 shares
    Change vs previous 13F +87,414 shares

    0.39% of the 13F portfolio, value $17,087,016.

    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 239,048 shares
    Change vs previous 13F +25,984 shares

    0.34% of the 13F portfolio, value $12,208,207.

    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 213,064 shares
    Change vs previous 13F +24,682 shares

    0.38% of the 13F portfolio, value $10,896,114.

    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 188,382 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $9,957,865.

    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).