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Disclosery

Summit Financial, LLC: WWD position timeline

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

Summit Financial, LLC held 1,080 WWD 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 1,080 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $459,383.

    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 1,029 shares
    Change vs previous 13F -114 shares

    <0.01% of the 13F portfolio, value $368,213.

    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 1,143 shares
    Change vs previous 13F -62 shares

    0.01% of the 13F portfolio, value $345,621.

    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 1,205 shares
    Change vs previous 13F -24 shares

    <0.01% of the 13F portfolio, value $304,564.

    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 1,229 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $301,255.

    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 1,286 shares
    Change vs previous 13F -38 shares

    0.01% of the 13F portfolio, value $234,705.

    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 1,324 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $220,354.

    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 1,243 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $213,194.

    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).