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Summit Financial Strategies, Inc.: DFIC position timeline

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

Summit Financial Strategies, Inc. held 3,967,115 DFIC 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 3,967,115 shares
    Change vs previous 13F +79,657 shares

    10.38% of the 13F portfolio, value $147,814,706.

    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 3,887,458 shares
    Change vs previous 13F +12,501 shares

    10.88% of the 13F portfolio, value $138,121,382.

    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 3,874,957 shares
    Change vs previous 13F +29,481 shares

    10.97% of the 13F portfolio, value $133,531,004.

    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 3,845,476 shares
    Change vs previous 13F +2,635 shares

    10.81% of the 13F portfolio, value $126,093,145.

    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 3,842,841 shares
    Change vs previous 13F -44,291 shares

    11.06% of the 13F portfolio, value $119,473,914.

    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 3,887,132 shares
    Change vs previous 13F +80,682 shares

    10.89% of the 13F portfolio, value $107,945,644.

    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 3,806,450 shares
    Change vs previous 13F +180,292 shares

    10.86% of the 13F portfolio, value $98,377,694.

    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 3,626,158 shares
    Change vs previous 13F not available

    11.49% of the 13F portfolio, value $102,040,090.

    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).