Skip to content
Disclosery

Summit Financial Strategies, Inc.: VOO position timeline

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

Summit Financial Strategies, Inc. held 18,775 VOO 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 18,775 shares
    Change vs previous 13F +1,145 shares

    0.91% of the 13F portfolio, value $13,158,971.

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

  2. period ended2026-06-30
    13F 17,630 shares
    Change vs previous 13F +591 shares

    0.85% of the 13F portfolio, value $12,108,563.

    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 17,039 shares
    Change vs previous 13F +2,220 shares

    0.8% of the 13F portfolio, value $10,181,776.

    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 14,819 shares
    Change vs previous 13F +348 shares

    0.76% of the 13F portfolio, value $9,293,193.

    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 14,471 shares
    Change vs previous 13F +295 shares

    0.76% of the 13F portfolio, value $8,861,760.

    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 14,176 shares
    Change vs previous 13F +1,409 shares

    0.75% of the 13F portfolio, value $8,052,295.

    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 12,767 shares
    Change vs previous 13F +857 shares

    0.66% of the 13F portfolio, value $6,561,000.

    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 11,910 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $6,417,134.

    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).