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Disclosery

Summit Financial, LLC: VPU position timeline

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

Summit Financial, LLC held 16,802 VPU 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 16,802 shares
    Change vs previous 13F +1,518 shares

    0.04% of the 13F portfolio, value $3,288,663.

    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 15,284 shares
    Change vs previous 13F +2,317 shares

    0.04% of the 13F portfolio, value $3,028,358.

    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 12,967 shares
    Change vs previous 13F +5,062 shares

    0.04% of the 13F portfolio, value $2,399,335.

    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 7,905 shares
    Change vs previous 13F +124 shares

    0.02% of the 13F portfolio, value $1,497,253.

    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 7,781 shares
    Change vs previous 13F +114 shares

    0.03% of the 13F portfolio, value $1,373,469.

    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 7,667 shares
    Change vs previous 13F +198 shares

    0.04% of the 13F portfolio, value $1,309,657.

    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 7,469 shares
    Change vs previous 13F +270 shares

    0.04% of the 13F portfolio, value $1,220,506.

    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 7,199 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,262,369.

    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).