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Summit Financial Strategies, Inc.: IWB position timeline

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

Summit Financial Strategies, Inc. held 12,355 IWB 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 12,355 shares
    Change vs previous 13F -41 shares

    0.36% of the 13F portfolio, value $5,141,286.

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

  2. period ended2026-06-30
    13F 12,396 shares
    Change vs previous 13F -73 shares

    0.36% of the 13F portfolio, value $5,076,162.

    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 12,469 shares
    Change vs previous 13F -274 shares

    0.35% of the 13F portfolio, value $4,445,947.

    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 12,743 shares
    Change vs previous 13F -42 shares

    0.39% of the 13F portfolio, value $4,758,746.

    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 12,785 shares
    Change vs previous 13F -268 shares

    0.4% of the 13F portfolio, value $4,672,662.

    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 13,053 shares
    Change vs previous 13F +1,174 shares

    0.41% of the 13F portfolio, value $4,432,407.

    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 11,879 shares
    Change vs previous 13F -843 shares

    0.37% of the 13F portfolio, value $3,643,764.

    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 12,722 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,098,520.

    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).