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Disclosery

Summit Financial, LLC: VO position timeline

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

Summit Financial, LLC held 586,924 VO 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 586,924 shares
    Change vs previous 13F +459,085 shares

    0.52% of the 13F portfolio, value $47,288,493.

    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 127,839 shares
    Change vs previous 13F +14,415 shares

    0.47% of the 13F portfolio, value $36,712,711.

    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 113,424 shares
    Change vs previous 13F +20,160 shares

    0.48% of the 13F portfolio, value $32,917,873.

    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 93,264 shares
    Change vs previous 13F +7,245 shares

    0.42% of the 13F portfolio, value $27,395,277.

    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 86,019 shares
    Change vs previous 13F +6,467 shares

    0.55% of the 13F portfolio, value $24,162,822.

    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 79,552 shares
    Change vs previous 13F +17,028 shares

    0.58% of the 13F portfolio, value $20,573,856.

    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 62,524 shares
    Change vs previous 13F +4,922 shares

    0.58% of the 13F portfolio, value $16,514,548.

    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 57,602 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $15,197,238.

    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).