Skip to content
Disclosery

SIERRA SUMMIT ADVISORS LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIERRA SUMMIT ADVISORS LLC on CB, newest first. How the timeline and the estimate are built.

SIERRA SUMMIT ADVISORS LLC held 5,872 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,872 shares
    Change vs previous 13F +88 shares

    0.22% of the 13F portfolio, value $2,000,826.

    13F-HR 0001104659-26-085002 filed by SIERRA SUMMIT ADVISORS 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 5,784 shares
    Change vs previous 13F +255 shares

    0.27% of the 13F portfolio, value $1,885,180.

    13F-HR 0001104659-26-049351 filed by SIERRA SUMMIT ADVISORS 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 5,529 shares
    Change vs previous 13F +118 shares

    0.26% of the 13F portfolio, value $1,725,712.

    13F-HR 0001104659-26-011348 filed by SIERRA SUMMIT ADVISORS 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 5,411 shares
    Change vs previous 13F +81 shares

    0.23% of the 13F portfolio, value $1,527,255.

    13F-HR 0001104659-25-109951 filed by SIERRA SUMMIT ADVISORS 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 5,330 shares
    Change vs previous 13F -693 shares

    0.27% of the 13F portfolio, value $1,544,208.

    13F-HR 0001104659-25-076749 filed by SIERRA SUMMIT ADVISORS 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 6,023 shares
    Change vs previous 13F -338 shares

    0.39% of the 13F portfolio, value $1,818,886.

    13F-HR 0001104659-25-047176 filed by SIERRA SUMMIT ADVISORS 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 6,361 shares
    Change vs previous 13F +1,274 shares

    0.35% of the 13F portfolio, value $1,757,545.

    13F-HR 0001104659-25-012601 filed by SIERRA SUMMIT ADVISORS 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 5,087 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,467,040.

    13F-HR 0001104659-24-117421 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).