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Disclosery

Summit Financial, LLC: VNQ position timeline

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

Summit Financial, LLC held 119,408 VNQ 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 119,408 shares
    Change vs previous 13F +5,102 shares

    0.13% of the 13F portfolio, value $11,514,521.

    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 114,306 shares
    Change vs previous 13F +73,937 shares

    0.13% of the 13F portfolio, value $10,138,955.

    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 40,369 shares
    Change vs previous 13F +764 shares

    0.05% of the 13F portfolio, value $3,572,239.

    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 39,605 shares
    Change vs previous 13F +1,332 shares

    0.06% of the 13F portfolio, value $3,620,665.

    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 38,273 shares
    Change vs previous 13F -24 shares

    0.08% of the 13F portfolio, value $3,408,632.

    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 38,297 shares
    Change vs previous 13F +26,514 shares

    0.1% of the 13F portfolio, value $3,467,376.

    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 11,783 shares
    Change vs previous 13F +1,602 shares

    0.04% of the 13F portfolio, value $1,049,621.

    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 10,181 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,000,156.

    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).