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Summit Financial Strategies, Inc.: VEA position timeline

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

Summit Financial Strategies, Inc. held 74,092 VEA 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 74,092 shares
    Change vs previous 13F -4,827 shares

    0.36% of the 13F portfolio, value $5,231,659.

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

  2. period ended2026-06-30
    13F 78,919 shares
    Change vs previous 13F -76 shares

    0.39% of the 13F portfolio, value $5,622,990.

    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 78,995 shares
    Change vs previous 13F +1,754 shares

    0.4% of the 13F portfolio, value $5,062,025.

    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 77,241 shares
    Change vs previous 13F -1,244 shares

    0.4% of the 13F portfolio, value $4,825,219.

    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 78,485 shares
    Change vs previous 13F -116 shares

    0.4% of the 13F portfolio, value $4,702,812.

    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 78,601 shares
    Change vs previous 13F -3,512 shares

    0.41% of the 13F portfolio, value $4,481,040.

    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 82,113 shares
    Change vs previous 13F -1,085 shares

    0.42% of the 13F portfolio, value $4,173,789.

    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 83,198 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,978,515.

    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).