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Summit Financial Strategies, Inc.: EFA position timeline

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

Summit Financial Strategies, Inc. held 38,258 EFA 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 38,258 shares
    Change vs previous 13F -2,228 shares

    0.28% of the 13F portfolio, value $3,974,626.

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

  2. period ended2026-06-30
    13F 40,486 shares
    Change vs previous 13F -8,405 shares

    0.3% of the 13F portfolio, value $4,205,654.

    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 48,891 shares
    Change vs previous 13F -4,542 shares

    0.37% of the 13F portfolio, value $4,748,795.

    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 53,433 shares
    Change vs previous 13F -2,128 shares

    0.42% of the 13F portfolio, value $5,131,130.

    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 55,561 shares
    Change vs previous 13F -946 shares

    0.44% of the 13F portfolio, value $5,187,691.

    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 56,507 shares
    Change vs previous 13F -1,641 shares

    0.47% of the 13F portfolio, value $5,051,123.

    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 58,148 shares
    Change vs previous 13F -3,265 shares

    0.48% of the 13F portfolio, value $4,752,401.

    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 61,413 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,643,405.

    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).