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Disclosery

Summit Financial Strategies, Inc.: BRES position timeline

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

Summit Financial Strategies, Inc. held 11,980 BRES 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 11,980 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $316,051.

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