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Summit Financial Strategies, Inc.: IJH position timeline

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

Summit Financial Strategies, Inc. held 1,199,159 IJH 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 1,199,159 shares
    Change vs previous 13F +154,994 shares

    5.98% of the 13F portfolio, value $86,279,494.

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

  2. period ended2026-06-30
    13F 1,044,165 shares
    Change vs previous 13F +71,949 shares

    5.65% of the 13F portfolio, value $80,515,568.

    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 972,216 shares
    Change vs previous 13F +128,040 shares

    5.17% of the 13F portfolio, value $65,653,739.

    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 844,176 shares
    Change vs previous 13F +90,359 shares

    4.58% of the 13F portfolio, value $55,715,617.

    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 753,817 shares
    Change vs previous 13F +64,974 shares

    4.22% of the 13F portfolio, value $49,194,090.

    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 688,843 shares
    Change vs previous 13F +57,156 shares

    3.95% of the 13F portfolio, value $42,722,044.

    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 631,687 shares
    Change vs previous 13F +24,134 shares

    3.72% of the 13F portfolio, value $36,858,956.

    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 607,553 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $37,856,635.

    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).