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Disclosery

Summit Financial Strategies, Inc.: TSM position timeline

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

Summit Financial Strategies, Inc. held 939 TSM 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 939 shares
    Change vs previous 13F +126 shares

    0.03% of the 13F portfolio, value $428,394.

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

  2. period ended2026-06-30
    13F 813 shares
    Change vs previous 13F -44 shares

    0.03% of the 13F portfolio, value $388,298.

    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 857 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $289,647.

    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 932 shares
    Change vs previous 13F +57 shares

    0.02% of the 13F portfolio, value $283,247.

    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 875 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $244,379.

    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).