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Disclosery

Summit Financial Strategies, Inc.: PEP position timeline

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

Summit Financial Strategies, Inc. held 0 PEP shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,559 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 1,559 shares
    Change vs previous 13F +54 shares

    0.02% of the 13F portfolio, value $205,850.

    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).

  3. period ended2025-03-31
    13F 1,505 shares
    Change vs previous 13F +176 shares

    0.02% of the 13F portfolio, value $225,660.

    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).

  4. period ended2024-12-31
    13F 1,329 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $202,088.

    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).