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Disclosery

Summit Financial, LLC: VOE position timeline

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

Summit Financial, LLC held 206,724 VOE 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 206,724 shares
    Change vs previous 13F +11,714 shares

    0.45% of the 13F portfolio, value $40,848,645.

    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 195,010 shares
    Change vs previous 13F +26,289 shares

    0.46% of the 13F portfolio, value $35,936,421.

    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 168,721 shares
    Change vs previous 13F +2,883 shares

    0.44% of the 13F portfolio, value $29,926,129.

    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 165,838 shares
    Change vs previous 13F -61,235 shares

    0.44% of the 13F portfolio, value $28,951,974.

    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 227,073 shares
    Change vs previous 13F +49,432 shares

    0.85% of the 13F portfolio, value $37,540,614.

    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 177,641 shares
    Change vs previous 13F +654 shares

    0.8% of the 13F portfolio, value $28,518,473.

    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 176,987 shares
    Change vs previous 13F +2,105 shares

    1% of the 13F portfolio, value $28,631,136.

    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 174,882 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $29,322,506.

    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).