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Disclosery

Summit Financial, LLC: VWO position timeline

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

Summit Financial, LLC held 445,583 VWO 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 445,583 shares
    Change vs previous 13F +22,774 shares

    0.29% of the 13F portfolio, value $26,596,824.

    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 422,809 shares
    Change vs previous 13F +44,907 shares

    0.29% of the 13F portfolio, value $22,852,853.

    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 377,902 shares
    Change vs previous 13F +9,025 shares

    0.3% of the 13F portfolio, value $20,315,996.

    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 368,877 shares
    Change vs previous 13F +25,056 shares

    0.31% of the 13F portfolio, value $19,985,745.

    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 343,821 shares
    Change vs previous 13F +42,969 shares

    0.38% of the 13F portfolio, value $17,005,365.

    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 300,852 shares
    Change vs previous 13F +45,115 shares

    0.38% of the 13F portfolio, value $13,616,557.

    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 255,737 shares
    Change vs previous 13F +12,689 shares

    0.39% of the 13F portfolio, value $11,262,666.

    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 243,048 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $11,629,851.

    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).