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Disclosery

Summit Financial, LLC: VTV position timeline

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

Summit Financial, LLC held 577,286 VTV 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 577,286 shares
    Change vs previous 13F +24,338 shares

    1.38% of the 13F portfolio, value $125,807,958.

    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 552,948 shares
    Change vs previous 13F +71,111 shares

    1.38% of the 13F portfolio, value $108,488,392.

    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 481,837 shares
    Change vs previous 13F +9,962 shares

    1.35% of the 13F portfolio, value $92,025,990.

    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 471,875 shares
    Change vs previous 13F +46,574 shares

    1.34% of the 13F portfolio, value $87,999,897.

    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 425,301 shares
    Change vs previous 13F -11,926 shares

    1.71% of the 13F portfolio, value $75,577,260.

    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 437,227 shares
    Change vs previous 13F +17,829 shares

    2.12% of the 13F portfolio, value $75,526,608.

    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 419,398 shares
    Change vs previous 13F +28,169 shares

    2.49% of the 13F portfolio, value $71,004,118.

    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 391,229 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $68,296,864.

    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).