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Summit Financial Strategies, Inc.: SMMU position timeline

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

Summit Financial Strategies, Inc. held 37,734 SMMU 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 37,734 shares
    Change vs previous 13F +2,220 shares

    0.13% of the 13F portfolio, value $1,864,437.

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

  2. period ended2026-06-30
    13F 35,514 shares
    Change vs previous 13F -440 shares

    0.13% of the 13F portfolio, value $1,793,457.

    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 35,954 shares
    Change vs previous 13F +3,195 shares

    0.14% of the 13F portfolio, value $1,813,879.

    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 32,759 shares
    Change vs previous 13F +3,574 shares

    0.14% of the 13F portfolio, value $1,652,036.

    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 29,185 shares
    Change vs previous 13F +4,861 shares

    0.13% of the 13F portfolio, value $1,475,885.

    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 24,324 shares
    Change vs previous 13F +7,200 shares

    0.11% of the 13F portfolio, value $1,220,335.

    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 17,124 shares
    Change vs previous 13F +4,669 shares

    0.09% of the 13F portfolio, value $856,542.

    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 12,455 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $620,757.

    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).