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Disclosery

Summit Financial, LLC: VYM position timeline

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

Summit Financial, LLC held 156,108 VYM 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 156,108 shares
    Change vs previous 13F +8,344 shares

    0.27% of the 13F portfolio, value $24,669,674.

    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 147,764 shares
    Change vs previous 13F +24,463 shares

    0.28% of the 13F portfolio, value $21,883,881.

    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 123,301 shares
    Change vs previous 13F +10,896 shares

    0.26% of the 13F portfolio, value $17,696,138.

    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 112,405 shares
    Change vs previous 13F +9,158 shares

    0.24% of the 13F portfolio, value $15,843,445.

    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 103,247 shares
    Change vs previous 13F +29,908 shares

    0.31% of the 13F portfolio, value $13,763,882.

    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 73,339 shares
    Change vs previous 13F +7,201 shares

    0.27% of the 13F portfolio, value $9,457,860.

    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 66,138 shares
    Change vs previous 13F +621 shares

    0.3% of the 13F portfolio, value $8,438,511.

    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 65,517 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,399,293.

    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).