Skip to content
Disclosery

Summit Financial Strategies, Inc.: VBR position timeline

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

Summit Financial Strategies, Inc. held 1,653 VBR 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 1,653 shares
    Change vs previous 13F -22 shares

    0.03% of the 13F portfolio, value $381,992.

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

  2. period ended2026-06-30
    13F 1,675 shares
    Change vs previous 13F -128 shares

    0.03% of the 13F portfolio, value $407,084.

    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 1,803 shares
    Change vs previous 13F +30 shares

    0.03% of the 13F portfolio, value $391,694.

    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 1,773 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $375,556.

    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 1,826 shares
    Change vs previous 13F -8 shares

    0.03% of the 13F portfolio, value $381,049.

    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 1,834 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $357,617.

    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 1,829 shares
    Change vs previous 13F -140 shares

    0.03% of the 13F portfolio, value $340,771.

    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 1,969 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $390,230.

    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).