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Disclosery

Summit Financial Strategies, Inc.: PG position timeline

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

Summit Financial Strategies, Inc. held 9,679 PG 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 9,679 shares
    Change vs previous 13F -560 shares

    0.1% of the 13F portfolio, value $1,406,108.

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

  2. period ended2026-06-30
    13F 10,239 shares
    Change vs previous 13F +470 shares

    0.11% of the 13F portfolio, value $1,501,389.

    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 9,769 shares
    Change vs previous 13F -379 shares

    0.11% of the 13F portfolio, value $1,410,977.

    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 10,148 shares
    Change vs previous 13F +609 shares

    0.12% of the 13F portfolio, value $1,454,320.

    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 9,539 shares
    Change vs previous 13F -141 shares

    0.13% of the 13F portfolio, value $1,465,606.

    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 9,680 shares
    Change vs previous 13F +19 shares

    0.14% of the 13F portfolio, value $1,542,154.

    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 9,661 shares
    Change vs previous 13F -1,405 shares

    0.17% of the 13F portfolio, value $1,646,360.

    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 11,066 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,855,232.

    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).