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Summit Financial Strategies, Inc.: GOOG position timeline

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

Summit Financial Strategies, Inc. held 3,790 GOOG 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 3,790 shares
    Change vs previous 13F -75 shares

    0.09% of the 13F portfolio, value $1,291,465.

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

  2. period ended2026-06-30
    13F 3,865 shares
    Change vs previous 13F -225 shares

    0.1% of the 13F portfolio, value $1,365,738.

    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 4,090 shares
    Change vs previous 13F -279 shares

    0.09% of the 13F portfolio, value $1,173,334.

    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 4,369 shares
    Change vs previous 13F +326 shares

    0.11% of the 13F portfolio, value $1,371,037.

    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 4,043 shares
    Change vs previous 13F +729 shares

    0.08% of the 13F portfolio, value $984,600.

    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 3,314 shares
    Change vs previous 13F +291 shares

    0.05% of the 13F portfolio, value $587,851.

    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 3,023 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $472,309.

    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 3,023 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $575,626.

    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).