Summit Financial Strategies, Inc.: T position timeline

Summit Financial Strategies, Inc. held 0 T 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 0 shares

   Change vs previous 13F -8,247 shares

   13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 8,247 shares

   Change vs previous 13F -310 shares

   0.02% of the 13F portfolio, value $239,087.

   13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,557 shares

   Change vs previous 13F -86 shares

   0.02% of the 13F portfolio, value $212,547.

   13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,643 shares

   Change vs previous 13F -58 shares

   0.02% of the 13F portfolio, value $244,083.

   13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,701 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $251,820.

   13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).