Summit Financial Strategies, Inc.: MMM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial Strategies, Inc. on MMM, newest first. How the timeline and the estimate are built.
Summit Financial Strategies, Inc. held 1,508 MMM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 1,508 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $247,484.
13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
Accepted , ingested - period ended2026-06-3013F 1,508 sharesChange vs previous 13F -72 shares
0.02% of the 13F portfolio, value $244,107.
13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,580 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $229,415.
13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,580 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $252,905.
13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,580 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $245,133.
13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,580 sharesChange vs previous 13F +26 shares
0.02% of the 13F portfolio, value $240,489.
13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,554 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $228,172.
13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,554 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $200,563.
13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).