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Summit Financial Strategies, Inc.: VWO position timeline

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

Summit Financial Strategies, Inc. held 42,923 VWO 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 42,923 shares
    Change vs previous 13F -11,934 shares

    0.18% of the 13F portfolio, value $2,545,748.

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

  2. period ended2026-06-30
    13F 54,857 shares
    Change vs previous 13F -7,792 shares

    0.23% of the 13F portfolio, value $3,274,397.

    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 62,649 shares
    Change vs previous 13F -5,874 shares

    0.27% of the 13F portfolio, value $3,386,181.

    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 68,523 shares
    Change vs previous 13F -4,954 shares

    0.3% of the 13F portfolio, value $3,683,810.

    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 73,477 shares
    Change vs previous 13F -1,269 shares

    0.34% of the 13F portfolio, value $3,980,996.

    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 74,746 shares
    Change vs previous 13F +446 shares

    0.34% of the 13F portfolio, value $3,696,937.

    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 74,300 shares
    Change vs previous 13F -3,988 shares

    0.34% of the 13F portfolio, value $3,362,818.

    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 78,288 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,447,808.

    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).