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Summit Financial Strategies, Inc.: SPXL position timeline

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

Summit Financial Strategies, Inc. held 1,217 SPXL 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 1,217 shares
    Change vs previous 13F -1,634 shares

    0.02% of the 13F portfolio, value $342,099.

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

  2. period ended2026-06-30
    13F 2,851 shares
    Change vs previous 13F -40 shares

    0.05% of the 13F portfolio, value $771,680.

    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 2,891 shares
    Change vs previous 13F +1,239 shares

    0.04% of the 13F portfolio, value $534,517.

    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 1,652 shares
    Change vs previous 13F -948 shares

    0.03% of the 13F portfolio, value $364,448.

    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 2,600 shares
    Change vs previous 13F -488 shares

    0.05% of the 13F portfolio, value $550,940.

    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 3,088 shares
    Change vs previous 13F -154 shares

    0.05% of the 13F portfolio, value $535,861.

    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 3,242 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $455,144.

    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 3,242 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $546,925.

    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).