Skip to content
Disclosery

Summit Financial, LLC: VMRK position timeline

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

Summit Financial, LLC held 37,734 VMRK 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 37,734 shares
    Change vs previous 13F +4,092 shares

    0.03% of the 13F portfolio, value $2,589,780.

    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 33,642 shares
    Change vs previous 13F -33,096 shares

    0.03% of the 13F portfolio, value $2,013,574.

    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 66,738 shares
    Change vs previous 13F +4,895 shares

    0.06% of the 13F portfolio, value $4,207,168.

    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 61,843 shares
    Change vs previous 13F +2,302 shares

    0.06% of the 13F portfolio, value $4,003,113.

    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 59,541 shares
    Change vs previous 13F +913 shares

    0.09% of the 13F portfolio, value $4,058,409.

    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 58,628 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,196,593.

    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).