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Summit Financial Strategies, Inc.: JAAA position timeline

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

Summit Financial Strategies, Inc. held 100,121 JAAA 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 100,121 shares
    Change vs previous 13F +9,107 shares

    0.35% of the 13F portfolio, value $5,053,082.

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

  2. period ended2026-06-30
    13F 91,014 shares
    Change vs previous 13F +460 shares

    0.32% of the 13F portfolio, value $4,595,289.

    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 90,554 shares
    Change vs previous 13F +10,119 shares

    0.36% of the 13F portfolio, value $4,561,226.

    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 80,435 shares
    Change vs previous 13F +13,190 shares

    0.33% of the 13F portfolio, value $4,068,424.

    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 67,245 shares
    Change vs previous 13F +8,849 shares

    0.29% of the 13F portfolio, value $3,414,722.

    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 58,396 shares
    Change vs previous 13F +8,968 shares

    0.27% of the 13F portfolio, value $2,963,597.

    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 49,428 shares
    Change vs previous 13F +34,219 shares

    0.25% of the 13F portfolio, value $2,506,494.

    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 15,209 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $771,234.

    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).