Skip to content
Disclosery

Summit Financial Strategies, Inc.: JCPB position timeline

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

Summit Financial Strategies, Inc. held 3,032,031 JCPB 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 3,032,031 shares
    Change vs previous 13F +231,479 shares

    9.41% of the 13F portfolio, value $135,774,361.

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

  2. period ended2026-06-30
    13F 2,800,552 shares
    Change vs previous 13F +161,188 shares

    9.23% of the 13F portfolio, value $131,457,888.

    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 2,639,364 shares
    Change vs previous 13F +188,904 shares

    9.79% of the 13F portfolio, value $124,261,261.

    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 2,450,460 shares
    Change vs previous 13F +170,964 shares

    9.54% of the 13F portfolio, value $116,029,287.

    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 2,279,496 shares
    Change vs previous 13F +130,909 shares

    9.29% of the 13F portfolio, value $108,390,035.

    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 2,148,587 shares
    Change vs previous 13F +221,607 shares

    9.36% of the 13F portfolio, value $101,112,504.

    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 1,926,980 shares
    Change vs previous 13F +1,824,189 shares

    9.14% of the 13F portfolio, value $90,645,139.

    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 102,791 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,735,581.

    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).