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Disclosery

Summit Financial, LLC: VGLT position timeline

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

Summit Financial, LLC held 129,380 VGLT 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 129,380 shares
    Change vs previous 13F +5,323 shares

    0.08% of the 13F portfolio, value $7,139,195.

    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 124,057 shares
    Change vs previous 13F +2,809 shares

    0.09% of the 13F portfolio, value $6,867,192.

    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 121,248 shares
    Change vs previous 13F +8,396 shares

    0.1% of the 13F portfolio, value $6,765,615.

    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 112,852 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,416,784.

    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).