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Disclosery

Summit Financial, LLC: VB position timeline

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

Summit Financial, LLC held 116,926 VB 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 116,926 shares
    Change vs previous 13F +6,844 shares

    0.39% of the 13F portfolio, value $35,442,714.

    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 110,082 shares
    Change vs previous 13F +11,851 shares

    0.37% of the 13F portfolio, value $28,832,622.

    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 98,231 shares
    Change vs previous 13F +1,126 shares

    0.37% of the 13F portfolio, value $25,338,605.

    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 97,105 shares
    Change vs previous 13F +12,273 shares

    0.38% of the 13F portfolio, value $24,691,941.

    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 84,832 shares
    Change vs previous 13F +7,986 shares

    0.46% of the 13F portfolio, value $20,170,510.

    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 76,846 shares
    Change vs previous 13F +6,549 shares

    0.48% of the 13F portfolio, value $17,040,564.

    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 70,297 shares
    Change vs previous 13F +1,787 shares

    0.59% of the 13F portfolio, value $16,890,911.

    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 68,510 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $16,299,620.

    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).