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Disclosery

Summit Financial, LLC: VIGI position timeline

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

Summit Financial, LLC held 7,434 VIGI 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 7,434 shares
    Change vs previous 13F -511 shares

    0.01% of the 13F portfolio, value $694,163.

    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 7,945 shares
    Change vs previous 13F -418 shares

    0.01% of the 13F portfolio, value $702,797.

    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 8,363 shares
    Change vs previous 13F -733 shares

    0.01% of the 13F portfolio, value $764,757.

    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 9,096 shares
    Change vs previous 13F -268 shares

    0.01% of the 13F portfolio, value $814,687.

    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 9,364 shares
    Change vs previous 13F +2,327 shares

    0.02% of the 13F portfolio, value $843,850.

    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 7,037 shares
    Change vs previous 13F +3,864 shares

    0.02% of the 13F portfolio, value $583,677.

    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 3,173 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $253,838.

    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).