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Summit Financial Strategies, Inc.: ABT position timeline

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

Summit Financial Strategies, Inc. held 7,229 ABT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,229 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $714,442.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,226 shares
    Change vs previous 13F -2,239 shares

    0.05% of the 13F portfolio, value $655,687.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,465 shares
    Change vs previous 13F +1,312 shares

    0.08% of the 13F portfolio, value $971,771.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,153 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $1,021,521.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,147 shares
    Change vs previous 13F -26 shares

    0.09% of the 13F portfolio, value $1,091,189.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,173 shares
    Change vs previous 13F -224 shares

    0.1% of the 13F portfolio, value $1,111,617.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,397 shares
    Change vs previous 13F -1,206 shares

    0.11% of the 13F portfolio, value $1,113,912.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,603 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,086,143.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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