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Disclosery

Summit Financial, LLC: V position timeline

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

Summit Financial, LLC held 63,461 V 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 63,461 shares
    Change vs previous 13F -3,102 shares

    0.24% of the 13F portfolio, value $21,772,681.

    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 66,563 shares
    Change vs previous 13F +19,842 shares

    0.26% of the 13F portfolio, value $20,117,906.

    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 46,721 shares
    Change vs previous 13F -969 shares

    0.24% of the 13F portfolio, value $16,385,398.

    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 47,690 shares
    Change vs previous 13F +5,541 shares

    0.25% of the 13F portfolio, value $16,280,405.

    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 42,149 shares
    Change vs previous 13F +1,669 shares

    0.34% of the 13F portfolio, value $14,965,064.

    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 40,480 shares
    Change vs previous 13F -659 shares

    0.4% of the 13F portfolio, value $14,186,471.

    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 41,139 shares
    Change vs previous 13F +2,942 shares

    0.46% of the 13F portfolio, value $13,001,640.

    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 38,197 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $10,502,356.

    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).