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Disclosery

Summit Financial, LLC: VCSH position timeline

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

Summit Financial, LLC held 92,028 VCSH 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 92,028 shares
    Change vs previous 13F +4,433 shares

    0.08% of the 13F portfolio, value $7,272,984.

    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 87,595 shares
    Change vs previous 13F +3,801 shares

    0.09% of the 13F portfolio, value $6,943,663.

    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 83,794 shares
    Change vs previous 13F -1,689 shares

    0.1% of the 13F portfolio, value $6,680,884.

    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 85,483 shares
    Change vs previous 13F +5,712 shares

    0.1% of the 13F portfolio, value $6,832,650.

    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 79,771 shares
    Change vs previous 13F +1,084 shares

    0.14% of the 13F portfolio, value $6,341,811.

    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 78,687 shares
    Change vs previous 13F +1,027 shares

    0.17% of the 13F portfolio, value $6,211,580.

    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 77,660 shares
    Change vs previous 13F +30,059 shares

    0.21% of the 13F portfolio, value $6,058,295.

    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 47,601 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,780,484.

    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).