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Summit Financial Strategies, Inc.: NVDA position timeline

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

Summit Financial Strategies, Inc. held 13,814 NVDA 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 13,814 shares
    Change vs previous 13F +1,111 shares

    0.22% of the 13F portfolio, value $3,154,913.

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

  2. period ended2026-06-30
    13F 12,703 shares
    Change vs previous 13F +70 shares

    0.18% of the 13F portfolio, value $2,541,660.

    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 12,633 shares
    Change vs previous 13F +133 shares

    0.17% of the 13F portfolio, value $2,203,251.

    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 12,500 shares
    Change vs previous 13F +637 shares

    0.19% of the 13F portfolio, value $2,331,330.

    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 11,863 shares
    Change vs previous 13F +226 shares

    0.19% of the 13F portfolio, value $2,213,330.

    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 11,637 shares
    Change vs previous 13F +69 shares

    0.17% of the 13F portfolio, value $1,838,584.

    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 11,568 shares
    Change vs previous 13F -582 shares

    0.13% of the 13F portfolio, value $1,253,788.

    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 12,150 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,631,668.

    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).