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Disclosery

Summit Financial, LLC: VFH position timeline

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

Summit Financial, LLC held 63,181 VFH 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 63,181 shares
    Change vs previous 13F +4,342 shares

    0.09% of the 13F portfolio, value $8,314,621.

    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 58,839 shares
    Change vs previous 13F +10,622 shares

    0.09% of the 13F portfolio, value $7,108,396.

    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 48,217 shares
    Change vs previous 13F -3,586 shares

    0.09% of the 13F portfolio, value $6,436,531.

    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 51,803 shares
    Change vs previous 13F -9,564 shares

    0.1% of the 13F portfolio, value $6,798,585.

    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 61,367 shares
    Change vs previous 13F +4,087 shares

    0.18% of the 13F portfolio, value $7,812,080.

    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 57,280 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,843,213.

    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).