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SIERRA SUMMIT ADVISORS LLC: FIVE position timeline

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

SIERRA SUMMIT ADVISORS LLC held 4,445 FIVE 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 4,445 shares
    Change vs previous 13F -235 shares

    0.09% of the 13F portfolio, value $799,167.

    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 4,680 shares
    Change vs previous 13F -1,262 shares

    0.16% of the 13F portfolio, value $1,069,287.

    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 5,942 shares
    Change vs previous 13F -383 shares

    0.17% of the 13F portfolio, value $1,119,236.

    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 6,325 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $978,478.

    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).