Skip to content
Disclosery

Summit Financial, LLC: VV position timeline

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

Summit Financial, LLC held 11,199 VV 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 11,199 shares
    Change vs previous 13F +401 shares

    0.04% of the 13F portfolio, value $3,851,318.

    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 10,798 shares
    Change vs previous 13F +2,286 shares

    0.04% of the 13F portfolio, value $3,226,867.

    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 8,512 shares
    Change vs previous 13F -146 shares

    0.04% of the 13F portfolio, value $2,679,509.

    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 8,658 shares
    Change vs previous 13F -11 shares

    0.04% of the 13F portfolio, value $2,665,587.

    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 8,669 shares
    Change vs previous 13F +508 shares

    0.06% of the 13F portfolio, value $2,480,762.

    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 8,161 shares
    Change vs previous 13F +418 shares

    0.06% of the 13F portfolio, value $2,097,622.

    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 7,743 shares
    Change vs previous 13F +281 shares

    0.07% of the 13F portfolio, value $2,088,287.

    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 7,462 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,970,631.

    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).