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Summit Financial Strategies, Inc.: AVEM position timeline

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

Summit Financial Strategies, Inc. held 808,362 AVEM 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 808,362 shares
    Change vs previous 13F +23,333 shares

    5.27% of the 13F portfolio, value $76,002,242.

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

  2. period ended2026-06-30
    13F 785,029 shares
    Change vs previous 13F -44,312 shares

    5.32% of the 13F portfolio, value $75,747,469.

    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 829,341 shares
    Change vs previous 13F -27,068 shares

    5.27% of the 13F portfolio, value $66,828,324.

    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 856,409 shares
    Change vs previous 13F -3,575 shares

    5.42% of the 13F portfolio, value $65,960,645.

    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 859,984 shares
    Change vs previous 13F -8,555 shares

    5.54% of the 13F portfolio, value $64,593,398.

    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 868,539 shares
    Change vs previous 13F +1,301 shares

    5.51% of the 13F portfolio, value $59,529,663.

    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 867,238 shares
    Change vs previous 13F +22,754 shares

    5.26% of the 13F portfolio, value $52,181,710.

    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 844,484 shares
    Change vs previous 13F not available

    5.48% of the 13F portfolio, value $49,647,214.

    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).