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Summit Financial Strategies, Inc.: VBK position timeline

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

Summit Financial Strategies, Inc. held 135,738 VBK 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 135,738 shares
    Change vs previous 13F -2,628 shares

    3.48% of the 13F portfolio, value $49,639,523.

    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 138,366 shares
    Change vs previous 13F +90 shares

    3.3% of the 13F portfolio, value $41,821,219.

    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).

  3. period ended2025-12-31
    13F 138,276 shares
    Change vs previous 13F -1,786 shares

    3.43% of the 13F portfolio, value $41,774,648.

    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).

  4. period ended2025-09-30
    13F 140,062 shares
    Change vs previous 13F +551 shares

    3.57% of the 13F portfolio, value $41,685,180.

    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).

  5. period ended2025-06-30
    13F 139,511 shares
    Change vs previous 13F +3,221 shares

    3.58% of the 13F portfolio, value $38,636,110.

    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).

  6. period ended2025-03-31
    13F 136,290 shares
    Change vs previous 13F -2,515 shares

    3.46% of the 13F portfolio, value $34,313,686.

    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).

  7. period ended2024-12-31
    13F 138,805 shares
    Change vs previous 13F +695 shares

    4.29% of the 13F portfolio, value $38,873,854.

    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).

  8. period ended2024-09-30
    13F 138,110 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $36,926,561.

    13F-HR 0001172661-24-004280 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).