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Disclosery

Summit Financial, LLC: VTEB position timeline

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

Summit Financial, LLC held 163,196 VTEB 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 163,196 shares
    Change vs previous 13F -588 shares

    0.09% of the 13F portfolio, value $8,254,445.

    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 163,784 shares
    Change vs previous 13F -4,302 shares

    0.1% of the 13F portfolio, value $8,171,208.

    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 168,086 shares
    Change vs previous 13F -1,219 shares

    0.12% of the 13F portfolio, value $8,453,029.

    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 169,305 shares
    Change vs previous 13F -2,352 shares

    0.13% of the 13F portfolio, value $8,477,118.

    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 171,657 shares
    Change vs previous 13F +18,921 shares

    0.19% of the 13F portfolio, value $8,416,350.

    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 152,736 shares
    Change vs previous 13F -123,099 shares

    0.21% of the 13F portfolio, value $7,578,757.

    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 275,835 shares
    Change vs previous 13F +19,529 shares

    0.48% of the 13F portfolio, value $13,827,607.

    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 256,306 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $13,102,353.

    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).