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Disclosery

Summit Financial, LLC: VEU position timeline

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

Summit Financial, LLC held 3,511,693 VEU 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 3,511,693 shares
    Change vs previous 13F +59,473 shares

    3.22% of the 13F portfolio, value $294,104,313.

    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 3,452,220 shares
    Change vs previous 13F +113,088 shares

    3.3% of the 13F portfolio, value $259,261,693.

    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 3,339,132 shares
    Change vs previous 13F +66,977 shares

    3.61% of the 13F portfolio, value $245,626,518.

    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 3,272,155 shares
    Change vs previous 13F -158,192 shares

    3.56% of the 13F portfolio, value $233,533,726.

    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 3,430,347 shares
    Change vs previous 13F +89,890 shares

    5.21% of the 13F portfolio, value $230,587,900.

    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 3,340,457 shares
    Change vs previous 13F -19,445 shares

    5.68% of the 13F portfolio, value $202,632,123.

    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 3,359,902 shares
    Change vs previous 13F +130,094 shares

    6.76% of the 13F portfolio, value $192,891,986.

    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 3,229,808 shares
    Change vs previous 13F not available

    7.97% of the 13F portfolio, value $203,477,915.

    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).