Skip to content
Disclosery

Summit Financial Strategies, Inc.: CIVB position timeline

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

Summit Financial Strategies, Inc. held 142,614 CIVB 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 142,614 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $3,762,157.

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

  2. period ended2026-06-30
    13F 142,614 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $4,024,567.

    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 142,614 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $3,250,173.

    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 142,614 shares
    Change vs previous 13F -242 shares

    0.26% of the 13F portfolio, value $3,168,883.

    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 142,856 shares
    Change vs previous 13F -95 shares

    0.25% of the 13F portfolio, value $2,901,405.

    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 142,951 shares
    Change vs previous 13F -538 shares

    0.31% of the 13F portfolio, value $3,316,463.

    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 143,489 shares
    Change vs previous 13F -285 shares

    0.28% of the 13F portfolio, value $2,803,775.

    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 143,774 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,025,005.

    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).