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Disclosery

Summit Financial, LLC: VOO position timeline

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

Summit Financial, LLC held 172,958 VOO 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 172,958 shares
    Change vs previous 13F +10,980 shares

    1.3% of the 13F portfolio, value $118,789,535.

    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 161,978 shares
    Change vs previous 13F +6,504 shares

    1.23% of the 13F portfolio, value $96,789,966.

    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 155,474 shares
    Change vs previous 13F +2,891 shares

    1.43% of the 13F portfolio, value $97,502,273.

    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 152,583 shares
    Change vs previous 13F +14,859 shares

    1.43% of the 13F portfolio, value $93,438,680.

    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 137,724 shares
    Change vs previous 13F +41,081 shares

    1.77% of the 13F portfolio, value $78,471,327.

    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 96,643 shares
    Change vs previous 13F +11,558 shares

    1.39% of the 13F portfolio, value $49,665,720.

    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 85,085 shares
    Change vs previous 13F +6,413 shares

    1.61% of the 13F portfolio, value $45,844,385.

    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 78,672 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $41,641,869.

    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).