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Disclosery

Summit Financial, LLC: VBK position timeline

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

Summit Financial, LLC held 24,941 VBK 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 24,941 shares
    Change vs previous 13F +2,064 shares

    0.1% of the 13F portfolio, value $9,120,968.

    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 22,877 shares
    Change vs previous 13F +2,730 shares

    0.09% of the 13F portfolio, value $6,914,541.

    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 20,147 shares
    Change vs previous 13F +737 shares

    0.09% of the 13F portfolio, value $6,086,647.

    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 19,410 shares
    Change vs previous 13F +847 shares

    0.09% of the 13F portfolio, value $5,776,766.

    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 18,563 shares
    Change vs previous 13F +6,529 shares

    0.12% of the 13F portfolio, value $5,148,765.

    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 12,034 shares
    Change vs previous 13F +2,096 shares

    0.08% of the 13F portfolio, value $3,029,684.

    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 9,938 shares
    Change vs previous 13F +335 shares

    0.1% of the 13F portfolio, value $2,783,244.

    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 9,603 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,567,424.

    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).