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Disclosery

Summit Financial, LLC: USMV position timeline

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

Summit Financial, LLC held 77,388 USMV 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 77,388 shares
    Change vs previous 13F +5,528 shares

    0.08% of the 13F portfolio, value $7,464,882.

    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 71,860 shares
    Change vs previous 13F +6,082 shares

    0.08% of the 13F portfolio, value $6,664,272.

    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 65,778 shares
    Change vs previous 13F +555 shares

    0.09% of the 13F portfolio, value $6,193,639.

    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 65,223 shares
    Change vs previous 13F +1,287 shares

    0.09% of the 13F portfolio, value $6,205,363.

    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 63,936 shares
    Change vs previous 13F +27,042 shares

    0.14% of the 13F portfolio, value $6,001,674.

    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 36,894 shares
    Change vs previous 13F +6,735 shares

    0.1% of the 13F portfolio, value $3,455,534.

    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 30,159 shares
    Change vs previous 13F +15,182 shares

    0.09% of the 13F portfolio, value $2,677,819.

    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 14,977 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,367,510.

    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).