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Summit Financial Strategies, Inc.: DFGR position timeline

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

Summit Financial Strategies, Inc. held 1,283,775 DFGR 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 1,283,775 shares
    Change vs previous 13F +167,083 shares

    2.41% of the 13F portfolio, value $34,726,115.

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

  2. period ended2026-06-30
    13F 1,116,692 shares
    Change vs previous 13F +54,592 shares

    2.27% of the 13F portfolio, value $32,350,560.

    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 1,062,100 shares
    Change vs previous 13F +104,670 shares

    2.22% of the 13F portfolio, value $28,230,615.

    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 957,430 shares
    Change vs previous 13F +88,069 shares

    2.08% of the 13F portfolio, value $25,295,311.

    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 869,361 shares
    Change vs previous 13F +38,204 shares

    2.04% of the 13F portfolio, value $23,742,260.

    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 831,157 shares
    Change vs previous 13F +23,169 shares

    2.06% of the 13F portfolio, value $22,299,953.

    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 807,988 shares
    Change vs previous 13F +66,582 shares

    2.14% of the 13F portfolio, value $21,217,775.

    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 741,406 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $18,935,519.

    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).