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Disclosery

Summit Financial Strategies, Inc.: EFG position timeline

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

Summit Financial Strategies, Inc. held 4,125 EFG 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 4,125 shares
    Change vs previous 13F +1,149 shares

    0.03% of the 13F portfolio, value $494,299.

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

  2. period ended2026-06-30
    13F 2,976 shares
    Change vs previous 13F +140 shares

    0.03% of the 13F portfolio, value $370,274.

    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 2,836 shares
    Change vs previous 13F -826 shares

    0.02% of the 13F portfolio, value $315,845.

    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 3,662 shares
    Change vs previous 13F +393 shares

    0.03% of the 13F portfolio, value $417,175.

    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 3,269 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $372,274.

    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).