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Disclosery

Summit Financial, LLC: VHT position timeline

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

Summit Financial, LLC held 4,295 VHT 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 4,295 shares
    Change vs previous 13F +197 shares

    0.01% of the 13F portfolio, value $1,284,277.

    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 4,098 shares
    Change vs previous 13F -24,632 shares

    0.01% of the 13F portfolio, value $1,116,053.

    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 28,730 shares
    Change vs previous 13F -1,744 shares

    0.12% of the 13F portfolio, value $8,269,814.

    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 30,474 shares
    Change vs previous 13F +961 shares

    0.12% of the 13F portfolio, value $7,911,144.

    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 29,513 shares
    Change vs previous 13F +202 shares

    0.17% of the 13F portfolio, value $7,329,302.

    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 29,311 shares
    Change vs previous 13F +27,282 shares

    0.22% of the 13F portfolio, value $7,759,622.

    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 2,029 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $514,766.

    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 2,057 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $583,000.

    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).