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Summit Financial Strategies, Inc.: DFLV position timeline

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

Summit Financial Strategies, Inc. held 2,699,514 DFLV 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 2,699,514 shares
    Change vs previous 13F +218,184 shares

    7.52% of the 13F portfolio, value $108,439,472.

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

  2. period ended2026-06-30
    13F 2,481,330 shares
    Change vs previous 13F +73,061 shares

    6.89% of the 13F portfolio, value $98,111,769.

    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 2,408,269 shares
    Change vs previous 13F +207,037 shares

    6.78% of the 13F portfolio, value $85,999,294.

    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 2,201,232 shares
    Change vs previous 13F +193,954 shares

    6.19% of the 13F portfolio, value $75,304,154.

    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 2,007,278 shares
    Change vs previous 13F +93,907 shares

    5.66% of the 13F portfolio, value $66,039,431.

    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 1,913,371 shares
    Change vs previous 13F +96,544 shares

    5.49% of the 13F portfolio, value $59,352,768.

    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 1,816,827 shares
    Change vs previous 13F +137,749 shares

    5.6% of the 13F portfolio, value $55,540,401.

    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 1,679,078 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $50,422,712.

    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).