Skip to content
Disclosery

Summit Financial Strategies, Inc.: VSS position timeline

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

Summit Financial Strategies, Inc. held 16,705 VSS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,705 shares
    Change vs previous 13F +1,684 shares

    0.18% of the 13F portfolio, value $2,577,468.

    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).

  2. period ended2026-03-31
    13F 15,021 shares
    Change vs previous 13F +3,190 shares

    0.17% of the 13F portfolio, value $2,189,880.

    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).

  3. period ended2025-12-31
    13F 11,831 shares
    Change vs previous 13F +1,759 shares

    0.14% of the 13F portfolio, value $1,695,737.

    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).

  4. period ended2025-09-30
    13F 10,072 shares
    Change vs previous 13F +271 shares

    0.12% of the 13F portfolio, value $1,435,764.

    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).

  5. period ended2025-06-30
    13F 9,801 shares
    Change vs previous 13F +77 shares

    0.12% of the 13F portfolio, value $1,317,156.

    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).

  6. period ended2025-03-31
    13F 9,724 shares
    Change vs previous 13F +1,466 shares

    0.11% of the 13F portfolio, value $1,124,094.

    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).

  7. period ended2024-12-31
    13F 8,258 shares
    Change vs previous 13F +1,485 shares

    0.1% of the 13F portfolio, value $945,376.

    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).

  8. period ended2024-09-30
    13F 6,773 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $853,127.

    13F-HR 0001172661-24-004280 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).