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Summit Financial Strategies, Inc.: PULS position timeline

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

Summit Financial Strategies, Inc. held 15,075 PULS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,075 shares
    Change vs previous 13F -4,538 shares

    0.05% of the 13F portfolio, value $746,966.

    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).

  2. period ended2026-03-31
    13F 19,613 shares
    Change vs previous 13F +3,374 shares

    0.08% of the 13F portfolio, value $970,844.

    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).

  3. period ended2025-12-31
    13F 16,239 shares
    Change vs previous 13F +3,544 shares

    0.07% of the 13F portfolio, value $805,292.

    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).

  4. period ended2025-09-30
    13F 12,695 shares
    Change vs previous 13F +994 shares

    0.05% of the 13F portfolio, value $632,592.

    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).

  5. period ended2025-06-30
    13F 11,701 shares
    Change vs previous 13F +4,389 shares

    0.05% of the 13F portfolio, value $582,242.

    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).

  6. period ended2025-03-31
    13F 7,312 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $363,626.

    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).