Skip to content
Disclosery

Summit Financial, LLC: VCIT position timeline

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

Summit Financial, LLC held 388,878 VCIT 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 388,878 shares
    Change vs previous 13F +22,587 shares

    0.35% of the 13F portfolio, value $32,140,765.

    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 366,291 shares
    Change vs previous 13F +16,221 shares

    0.39% of the 13F portfolio, value $30,310,611.

    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 350,070 shares
    Change vs previous 13F +32,445 shares

    0.43% of the 13F portfolio, value $29,318,366.

    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 317,625 shares
    Change vs previous 13F +45,994 shares

    0.41% of the 13F portfolio, value $26,715,458.

    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 271,631 shares
    Change vs previous 13F +137,049 shares

    0.51% of the 13F portfolio, value $22,523,605.

    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 134,582 shares
    Change vs previous 13F +6,751 shares

    0.31% of the 13F portfolio, value $11,003,448.

    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 127,831 shares
    Change vs previous 13F +12,854 shares

    0.36% of the 13F portfolio, value $10,260,992.

    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 114,977 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $9,629,291.

    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).