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Summit Financial Strategies, Inc.: IWF position timeline

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

Summit Financial Strategies, Inc. held 31,087 IWF 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 31,087 shares
    Change vs previous 13F -1,020 shares

    0.27% of the 13F portfolio, value $3,893,979.

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

  2. period ended2026-06-30
    13F 32,107 shares
    Change vs previous 13F +22,769 shares

    0.28% of the 13F portfolio, value $3,986,747.

    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 9,338 shares
    Change vs previous 13F +387 shares

    0.31% of the 13F portfolio, value $3,981,564.

    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 8,951 shares
    Change vs previous 13F +947 shares

    0.35% of the 13F portfolio, value $4,236,332.

    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 8,004 shares
    Change vs previous 13F +585 shares

    0.32% of the 13F portfolio, value $3,748,979.

    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 7,419 shares
    Change vs previous 13F +1,387 shares

    0.29% of the 13F portfolio, value $3,149,801.

    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 6,032 shares
    Change vs previous 13F +1,011 shares

    0.22% of the 13F portfolio, value $2,177,960.

    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 5,021 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,016,183.

    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).