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Disclosery

Summit Financial, LLC: VBR position timeline

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

Summit Financial, LLC held 223,617 VBR 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 223,617 shares
    Change vs previous 13F +7,786 shares

    0.6% of the 13F portfolio, value $54,336,799.

    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 215,831 shares
    Change vs previous 13F +19,510 shares

    0.6% of the 13F portfolio, value $46,889,384.

    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 196,321 shares
    Change vs previous 13F +2,066 shares

    0.61% of the 13F portfolio, value $41,578,890.

    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 194,255 shares
    Change vs previous 13F -9,007 shares

    0.62% of the 13F portfolio, value $40,542,924.

    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 203,262 shares
    Change vs previous 13F +11,888 shares

    0.9% of the 13F portfolio, value $39,823,149.

    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 191,374 shares
    Change vs previous 13F -6,133 shares

    1% of the 13F portfolio, value $35,651,122.

    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 197,507 shares
    Change vs previous 13F +15,203 shares

    1.37% of the 13F portfolio, value $39,141,962.

    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 182,304 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $36,602,917.

    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).