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Summit Financial Strategies, Inc.: IVW position timeline

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

Summit Financial Strategies, Inc. held 10,999 IVW 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 10,999 shares
    Change vs previous 13F -2,030 shares

    0.11% of the 13F portfolio, value $1,564,718.

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

  2. period ended2026-06-30
    13F 13,029 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,791,878.

    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 13,029 shares
    Change vs previous 13F +10 shares

    0.12% of the 13F portfolio, value $1,473,710.

    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 13,019 shares
    Change vs previous 13F +12 shares

    0.13% of the 13F portfolio, value $1,604,722.

    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 13,007 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,570,205.

    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 13,007 shares
    Change vs previous 13F -385 shares

    0.13% of the 13F portfolio, value $1,432,071.

    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 13,392 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,243,179.

    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 13,392 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,359,690.

    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).