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Summit Financial Strategies, Inc.: GOOGL position timeline

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

Summit Financial Strategies, Inc. held 7,978 GOOGL 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 7,978 shares
    Change vs previous 13F +222 shares

    0.19% of the 13F portfolio, value $2,745,092.

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

  2. period ended2026-06-30
    13F 7,756 shares
    Change vs previous 13F +8 shares

    0.19% of the 13F portfolio, value $2,771,784.

    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 7,748 shares
    Change vs previous 13F +500 shares

    0.18% of the 13F portfolio, value $2,227,977.

    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 7,248 shares
    Change vs previous 13F +270 shares

    0.19% of the 13F portfolio, value $2,268,582.

    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 6,978 shares
    Change vs previous 13F +54 shares

    0.15% of the 13F portfolio, value $1,696,441.

    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 6,924 shares
    Change vs previous 13F -22 shares

    0.11% of the 13F portfolio, value $1,220,206.

    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 6,946 shares
    Change vs previous 13F -1,302 shares

    0.11% of the 13F portfolio, value $1,074,055.

    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 8,248 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,561,287.

    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).