Skip to content
Disclosery

Summit Financial Strategies, Inc.: WOR position timeline

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

Summit Financial Strategies, Inc. held 10,468 WOR 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 10,468 shares
    Change vs previous 13F -2,961 shares

    0.04% of the 13F portfolio, value $623,241.

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

  2. period ended2026-06-30
    13F 13,429 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $721,922.

    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 13,429 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $700,167.

    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 13,429 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $692,513.

    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 13,429 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $745,153.

    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 13,431 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $854,762.

    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 13,431 shares
    Change vs previous 13F +69 shares

    0.07% of the 13F portfolio, value $672,769.

    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 13,362 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $535,934.

    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).