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Disclosery

Summit Financial Strategies, Inc.: EFV position timeline

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

Summit Financial Strategies, Inc. held 32,894 EFV 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 32,894 shares
    Change vs previous 13F +460 shares

    0.18% of the 13F portfolio, value $2,603,264.

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

  2. period ended2026-06-30
    13F 32,434 shares
    Change vs previous 13F -4,409 shares

    0.17% of the 13F portfolio, value $2,482,823.

    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 36,843 shares
    Change vs previous 13F -4,165 shares

    0.22% of the 13F portfolio, value $2,739,277.

    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 41,008 shares
    Change vs previous 13F -1,251 shares

    0.24% of the 13F portfolio, value $2,928,381.

    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 42,259 shares
    Change vs previous 13F -2,300 shares

    0.25% of the 13F portfolio, value $2,866,428.

    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 44,559 shares
    Change vs previous 13F -3,127 shares

    0.26% of the 13F portfolio, value $2,828,605.

    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 47,686 shares
    Change vs previous 13F +1,092 shares

    0.28% of the 13F portfolio, value $2,810,613.

    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 46,594 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,444,787.

    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).