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SIERRA SUMMIT ADVISORS LLC: HOOD position timeline

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

SIERRA SUMMIT ADVISORS LLC held 247,573 HOOD 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 247,573 shares
    Change vs previous 13F +52,318 shares

    2.77% of the 13F portfolio, value $24,826,621.

    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 195,255 shares
    Change vs previous 13F +55,361 shares

    1.97% of the 13F portfolio, value $13,531,172.

    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 139,894 shares
    Change vs previous 13F +715 shares

    2.43% of the 13F portfolio, value $15,822,012.

    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 139,179 shares
    Change vs previous 13F -44,980 shares

    3.04% of the 13F portfolio, value $19,927,650.

    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 184,159 shares
    Change vs previous 13F -16,518 shares

    3.07% of the 13F portfolio, value $17,242,808.

    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 200,677 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $8,352,177.

    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).