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Disclosery

Summit Financial, LLC: VEA position timeline

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

Summit Financial, LLC held 803,015 VEA 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 803,015 shares
    Change vs previous 13F +28,299 shares

    0.63% of the 13F portfolio, value $57,214,784.

    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 774,716 shares
    Change vs previous 13F +57,968 shares

    0.63% of the 13F portfolio, value $49,643,777.

    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 716,748 shares
    Change vs previous 13F +24,167 shares

    0.66% of the 13F portfolio, value $44,775,265.

    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 692,581 shares
    Change vs previous 13F +42,449 shares

    0.63% of the 13F portfolio, value $41,499,468.

    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 650,132 shares
    Change vs previous 13F +85,164 shares

    0.84% of the 13F portfolio, value $37,064,009.

    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 564,968 shares
    Change vs previous 13F +52,362 shares

    0.8% of the 13F portfolio, value $28,717,340.

    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 512,606 shares
    Change vs previous 13F +26,429 shares

    0.86% of the 13F portfolio, value $24,512,832.

    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 486,177 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $25,675,011.

    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).