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Disclosery

Summit Financial Strategies, Inc.: VO position timeline

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

Summit Financial Strategies, Inc. held 46,472 VO 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 46,472 shares
    Change vs previous 13F +1,475 shares

    0.25% of the 13F portfolio, value $3,644,370.

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

  2. period ended2026-06-30
    13F 44,997 shares
    Change vs previous 13F +34,211 shares

    0.25% of the 13F portfolio, value $3,625,445.

    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 10,786 shares
    Change vs previous 13F +705 shares

    0.24% of the 13F portfolio, value $3,097,540.

    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 10,081 shares
    Change vs previous 13F +419 shares

    0.24% of the 13F portfolio, value $2,925,719.

    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 9,662 shares
    Change vs previous 13F +99 shares

    0.24% of the 13F portfolio, value $2,838,116.

    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 9,563 shares
    Change vs previous 13F +2,238 shares

    0.25% of the 13F portfolio, value $2,676,017.

    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 7,325 shares
    Change vs previous 13F +876 shares

    0.19% of the 13F portfolio, value $1,894,394.

    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 6,449 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,703,377.

    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).