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Summit Financial Strategies, Inc.: IJR position timeline

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

Summit Financial Strategies, Inc. held 385,035 IJR 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 385,035 shares
    Change vs previous 13F +44,661 shares

    3.63% of the 13F portfolio, value $52,380,191.

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

  2. period ended2026-06-30
    13F 340,374 shares
    Change vs previous 13F +16,897 shares

    3.54% of the 13F portfolio, value $50,480,801.

    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 323,477 shares
    Change vs previous 13F +41,820 shares

    3.17% of the 13F portfolio, value $40,211,396.

    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 281,657 shares
    Change vs previous 13F +24,498 shares

    2.78% of the 13F portfolio, value $33,849,520.

    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 257,159 shares
    Change vs previous 13F +16,148 shares

    2.62% of the 13F portfolio, value $30,558,239.

    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 241,011 shares
    Change vs previous 13F +29,474 shares

    2.44% of the 13F portfolio, value $26,340,144.

    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 211,537 shares
    Change vs previous 13F +14,015 shares

    2.23% of the 13F portfolio, value $22,120,461.

    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 197,522 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $22,758,430.

    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).