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Summit Financial Strategies, Inc.: SPY position timeline

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

Summit Financial Strategies, Inc. held 5,838 SPY 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 5,838 shares
    Change vs previous 13F +919 shares

    0.31% of the 13F portfolio, value $4,452,497.

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

  2. period ended2026-06-30
    13F 4,919 shares
    Change vs previous 13F -262 shares

    0.26% of the 13F portfolio, value $3,673,623.

    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 5,181 shares
    Change vs previous 13F -181 shares

    0.27% of the 13F portfolio, value $3,369,639.

    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 5,362 shares
    Change vs previous 13F +129 shares

    0.3% of the 13F portfolio, value $3,656,684.

    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 5,233 shares
    Change vs previous 13F +6 shares

    0.3% of the 13F portfolio, value $3,486,338.

    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 5,227 shares
    Change vs previous 13F +92 shares

    0.3% of the 13F portfolio, value $3,229,701.

    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 5,135 shares
    Change vs previous 13F -16 shares

    0.29% of the 13F portfolio, value $2,872,648.

    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 5,151 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,018,893.

    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).