Skip to content
Disclosery

Summit Financial Strategies, Inc.: JBBB position timeline

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

Summit Financial Strategies, Inc. held 9,323 JBBB 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 9,323 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $440,139.

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

  2. period ended2026-06-30
    13F 9,323 shares
    Change vs previous 13F -3,295 shares

    0.03% of the 13F portfolio, value $441,444.

    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 12,618 shares
    Change vs previous 13F -189 shares

    0.05% of the 13F portfolio, value $588,062.

    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 12,807 shares
    Change vs previous 13F +842 shares

    0.05% of the 13F portfolio, value $610,894.

    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 11,965 shares
    Change vs previous 13F +121 shares

    0.05% of the 13F portfolio, value $576,347.

    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 11,844 shares
    Change vs previous 13F -465 shares

    0.05% of the 13F portfolio, value $570,992.

    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 12,309 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $599,065.

    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).