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Disclosery

Summit Financial, LLC: VIG position timeline

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

Summit Financial, LLC held 86,579 VIG 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 86,579 shares
    Change vs previous 13F +7,081 shares

    0.22% of the 13F portfolio, value $20,486,376.

    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 79,498 shares
    Change vs previous 13F +41,267 shares

    0.22% of the 13F portfolio, value $17,096,917.

    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 38,231 shares
    Change vs previous 13F +918 shares

    0.12% of the 13F portfolio, value $8,402,331.

    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 37,313 shares
    Change vs previous 13F +1,187 shares

    0.12% of the 13F portfolio, value $8,051,850.

    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 36,126 shares
    Change vs previous 13F +3,606 shares

    0.17% of the 13F portfolio, value $7,425,303.

    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 32,520 shares
    Change vs previous 13F +1,495 shares

    0.18% of the 13F portfolio, value $6,308,509.

    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 31,025 shares
    Change vs previous 13F -1,662 shares

    0.21% of the 13F portfolio, value $6,075,679.

    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 32,687 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,501,327.

    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).