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Summit Financial Strategies, Inc.: IVV position timeline

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

Summit Financial Strategies, Inc. held 199,941 IVV 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 199,941 shares
    Change vs previous 13F +19,159 shares

    10.62% of the 13F portfolio, value $153,125,017.

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

  2. period ended2026-06-30
    13F 180,782 shares
    Change vs previous 13F +13,127 shares

    9.5% of the 13F portfolio, value $135,385,719.

    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 167,655 shares
    Change vs previous 13F +19,904 shares

    8.63% of the 13F portfolio, value $109,513,773.

    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 147,751 shares
    Change vs previous 13F +5,595 shares

    8.32% of the 13F portfolio, value $101,200,415.

    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 142,156 shares
    Change vs previous 13F +4,947 shares

    8.16% of the 13F portfolio, value $95,144,860.

    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 137,209 shares
    Change vs previous 13F +5,012 shares

    7.88% of the 13F portfolio, value $85,193,042.

    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 132,197 shares
    Change vs previous 13F +2,013 shares

    7.49% of the 13F portfolio, value $74,281,657.

    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 130,184 shares
    Change vs previous 13F not available

    8.46% of the 13F portfolio, value $76,636,741.

    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).