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Summit Financial Strategies, Inc.: JMUB position timeline

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

Summit Financial Strategies, Inc. held 160,874 JMUB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,874 shares
    Change vs previous 13F +3,385 shares

    0.57% of the 13F portfolio, value $8,149,073.

    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).

  2. period ended2026-03-31
    13F 157,489 shares
    Change vs previous 13F +25,446 shares

    0.62% of the 13F portfolio, value $7,872,875.

    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).

  3. period ended2025-12-31
    13F 132,043 shares
    Change vs previous 13F +12,192 shares

    0.55% of the 13F portfolio, value $6,668,172.

    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).

  4. period ended2025-09-30
    13F 119,851 shares
    Change vs previous 13F +40,056 shares

    0.52% of the 13F portfolio, value $6,048,880.

    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).

  5. period ended2025-06-30
    13F 79,795 shares
    Change vs previous 13F -19,335 shares

    0.37% of the 13F portfolio, value $3,961,024.

    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).

  6. period ended2025-03-31
    13F 99,130 shares
    Change vs previous 13F +12,166 shares

    0.5% of the 13F portfolio, value $4,956,500.

    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).

  7. period ended2024-12-31
    13F 86,964 shares
    Change vs previous 13F +5,055 shares

    0.48% of the 13F portfolio, value $4,361,245.

    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).

  8. period ended2024-09-30
    13F 81,909 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,199,474.

    13F-HR 0001172661-24-004280 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).