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Summit Financial Strategies, Inc.: IAGG position timeline

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

Summit Financial Strategies, Inc. held 16,992 IAGG 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 16,992 shares
    Change vs previous 13F +4,904 shares

    0.06% of the 13F portfolio, value $836,006.

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

  2. period ended2026-06-30
    13F 12,088 shares
    Change vs previous 13F +2,151 shares

    0.04% of the 13F portfolio, value $611,653.

    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 9,937 shares
    Change vs previous 13F -1,883 shares

    0.04% of the 13F portfolio, value $497,247.

    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 11,820 shares
    Change vs previous 13F +1,876 shares

    0.05% of the 13F portfolio, value $591,118.

    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 9,944 shares
    Change vs previous 13F +1,001 shares

    0.04% of the 13F portfolio, value $509,431.

    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 8,943 shares
    Change vs previous 13F -2,613 shares

    0.04% of the 13F portfolio, value $456,898.

    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 11,556 shares
    Change vs previous 13F +1,691 shares

    0.06% of the 13F portfolio, value $577,684.

    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 9,865 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $492,461.

    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).