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Summit Financial Strategies, Inc.: VTIP position timeline

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

Summit Financial Strategies, Inc. held 5,397 VTIP 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 5,397 shares
    Change vs previous 13F -592 shares

    0.02% of the 13F portfolio, value $271,091.

    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 5,989 shares
    Change vs previous 13F -1,276 shares

    0.02% of the 13F portfolio, value $299,151.

    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 7,265 shares
    Change vs previous 13F +564 shares

    0.03% of the 13F portfolio, value $359,327.

    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 6,701 shares
    Change vs previous 13F +97 shares

    0.03% of the 13F portfolio, value $339,272.

    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 6,604 shares
    Change vs previous 13F -236 shares

    0.03% of the 13F portfolio, value $331,983.

    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 6,840 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $341,316.

    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 6,940 shares
    Change vs previous 13F -89 shares

    0.04% of the 13F portfolio, value $336,035.

    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 7,029 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $346,600.

    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).