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Disclosery

Summit Financial, LLC: VXUS position timeline

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

Summit Financial, LLC held 209,889 VXUS 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 209,889 shares
    Change vs previous 13F +9,545 shares

    0.2% of the 13F portfolio, value $17,943,391.

    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 200,344 shares
    Change vs previous 13F +93,670 shares

    0.2% of the 13F portfolio, value $15,448,489.

    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 106,674 shares
    Change vs previous 13F +9,463 shares

    0.12% of the 13F portfolio, value $8,047,508.

    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 97,211 shares
    Change vs previous 13F +27,236 shares

    0.11% of the 13F portfolio, value $7,141,150.

    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 69,975 shares
    Change vs previous 13F +15,851 shares

    0.11% of the 13F portfolio, value $4,834,542.

    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 54,124 shares
    Change vs previous 13F +8,547 shares

    0.09% of the 13F portfolio, value $3,361,081.

    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 45,577 shares
    Change vs previous 13F -1,678 shares

    0.09% of the 13F portfolio, value $2,685,837.

    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 47,255 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,059,285.

    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).