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Summit Financial Strategies, Inc.: PKG position timeline

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

Summit Financial Strategies, Inc. held 236,708 PKG 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 236,708 shares
    Change vs previous 13F -28,391 shares

    3.76% of the 13F portfolio, value $54,267,676.

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

  2. period ended2026-06-30
    13F 265,099 shares
    Change vs previous 13F +19,442 shares

    4.43% of the 13F portfolio, value $63,167,790.

    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 245,657 shares
    Change vs previous 13F +2,404 shares

    4.11% of the 13F portfolio, value $52,133,329.

    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 243,253 shares
    Change vs previous 13F +105 shares

    4.12% of the 13F portfolio, value $50,166,066.

    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 243,148 shares
    Change vs previous 13F 0 shares

    4.54% of the 13F portfolio, value $52,989,244.

    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 243,148 shares
    Change vs previous 13F +12,531 shares

    4.24% of the 13F portfolio, value $45,821,241.

    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 230,617 shares
    Change vs previous 13F +15,860 shares

    4.61% of the 13F portfolio, value $45,666,778.

    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 214,757 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $48,348,243.

    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).