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Disclosery

Summit Financial Strategies, Inc.: SPDW position timeline

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

Summit Financial Strategies, Inc. held 16,103 SPDW 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 16,103 shares
    Change vs previous 13F -4 shares

    0.06% of the 13F portfolio, value $811,427.

    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 16,107 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $735,263.

    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).