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Summit Financial Strategies, Inc.: VOE position timeline

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

Summit Financial Strategies, Inc. held 6,403 VOE 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 6,403 shares
    Change vs previous 13F -371 shares

    0.09% of the 13F portfolio, value $1,251,979.

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

  2. period ended2026-06-30
    13F 6,774 shares
    Change vs previous 13F +151 shares

    0.09% of the 13F portfolio, value $1,338,542.

    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 6,623 shares
    Change vs previous 13F +1,422 shares

    0.1% of the 13F portfolio, value $1,220,486.

    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 5,201 shares
    Change vs previous 13F +346 shares

    0.08% of the 13F portfolio, value $922,501.

    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 4,855 shares
    Change vs previous 13F +50 shares

    0.07% of the 13F portfolio, value $847,586.

    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 4,805 shares
    Change vs previous 13F +2,072 shares

    0.07% of the 13F portfolio, value $790,230.

    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 2,733 shares
    Change vs previous 13F +26 shares

    0.04% of the 13F portfolio, value $438,756.

    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 2,707 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $437,911.

    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).