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Summit Financial Strategies, Inc.: AMD position timeline

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

Summit Financial Strategies, Inc. held 662 AMD 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 662 shares
    Change vs previous 13F +175 shares

    0.03% of the 13F portfolio, value $405,216.

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

  2. period ended2026-06-30
    13F 487 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $283,123.

    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 ยง4.2).