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Summit Financial Strategies, Inc.: FBND position timeline

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

Summit Financial Strategies, Inc. held 2,546,072 FBND 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 2,546,072 shares
    Change vs previous 13F +161,872 shares

    7.64% of the 13F portfolio, value $110,244,921.

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

  2. period ended2026-06-30
    13F 2,384,200 shares
    Change vs previous 13F +157,574 shares

    7.61% of the 13F portfolio, value $108,457,272.

    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 2,226,626 shares
    Change vs previous 13F +135,819 shares

    8% of the 13F portfolio, value $101,578,674.

    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 2,090,807 shares
    Change vs previous 13F +85,577 shares

    7.91% of the 13F portfolio, value $96,260,765.

    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 2,005,230 shares
    Change vs previous 13F +57,045 shares

    7.95% of the 13F portfolio, value $92,721,844.

    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 1,948,185 shares
    Change vs previous 13F +56,516 shares

    8.25% of the 13F portfolio, value $89,129,459.

    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 1,891,669 shares
    Change vs previous 13F +154,221 shares

    8.71% of the 13F portfolio, value $86,354,684.

    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 1,737,448 shares
    Change vs previous 13F not available

    8.6% of the 13F portfolio, value $77,959,290.

    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).