Skip to content
Disclosery

Summit Financial Strategies, Inc.: VTV position timeline

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

Summit Financial Strategies, Inc. held 8,134 VTV 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 8,134 shares
    Change vs previous 13F -14 shares

    0.12% of the 13F portfolio, value $1,757,611.

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

  2. period ended2026-06-30
    13F 8,148 shares
    Change vs previous 13F +105 shares

    0.12% of the 13F portfolio, value $1,775,694.

    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 8,043 shares
    Change vs previous 13F -1,163 shares

    0.12% of the 13F portfolio, value $1,578,037.

    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 9,206 shares
    Change vs previous 13F +846 shares

    0.14% of the 13F portfolio, value $1,758,254.

    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 8,360 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $1,559,056.

    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 8,358 shares
    Change vs previous 13F +117 shares

    0.14% of the 13F portfolio, value $1,477,193.

    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 8,241 shares
    Change vs previous 13F +1,056 shares

    0.14% of the 13F portfolio, value $1,423,550.

    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 7,185 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,216,421.

    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).