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Summit Financial Strategies, Inc.: DFAT position timeline

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

Summit Financial Strategies, Inc. held 472,327 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 472,327 shares
    Change vs previous 13F +26,038 shares

    2.32% of the 13F portfolio, value $33,015,666.

    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).

  2. period ended2026-03-31
    13F 446,289 shares
    Change vs previous 13F +33,660 shares

    2.2% of the 13F portfolio, value $27,870,737.

    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).

  3. period ended2025-12-31
    13F 412,629 shares
    Change vs previous 13F +24,967 shares

    2.02% of the 13F portfolio, value $24,567,920.

    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).

  4. period ended2025-09-30
    13F 387,662 shares
    Change vs previous 13F +16,064 shares

    1.93% of the 13F portfolio, value $22,565,805.

    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).

  5. period ended2025-06-30
    13F 371,598 shares
    Change vs previous 13F +44,578 shares

    1.86% of the 13F portfolio, value $20,051,428.

    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).

  6. period ended2025-03-31
    13F 327,020 shares
    Change vs previous 13F +14,787 shares

    1.7% of the 13F portfolio, value $16,838,260.

    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).

  7. period ended2024-12-31
    13F 312,233 shares
    Change vs previous 13F +24,461 shares

    1.92% of the 13F portfolio, value $17,378,889.

    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).

  8. period ended2024-09-30
    13F 287,772 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $16,008,756.

    13F-HR 0001172661-24-004280 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).