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Disclosery

Summit Financial Strategies, Inc.: IWR position timeline

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

Summit Financial Strategies, Inc. held 31,026 IWR 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 31,026 shares
    Change vs previous 13F -130 shares

    0.23% of the 13F portfolio, value $3,310,784.

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

  2. period ended2026-06-30
    13F 31,156 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $3,437,130.

    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 31,155 shares
    Change vs previous 13F -157 shares

    0.24% of the 13F portfolio, value $3,029,201.

    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 31,312 shares
    Change vs previous 13F -83 shares

    0.25% of the 13F portfolio, value $3,014,406.

    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 31,395 shares
    Change vs previous 13F -32 shares

    0.26% of the 13F portfolio, value $3,031,187.

    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 31,427 shares
    Change vs previous 13F +3,043 shares

    0.27% of the 13F portfolio, value $2,890,341.

    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 28,384 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,414,627.

    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 28,384 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,509,146.

    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).