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SUMMIT INVESTMENT ADVISORS, INC.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMIT INVESTMENT ADVISORS, INC. on IWB, newest first. How the timeline and the estimate are built.

SUMMIT INVESTMENT ADVISORS, INC. held 18,322 IWB shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 18,322 shares
    Change vs previous 13F +341 shares

    5.16% of the 13F portfolio, value $6,257,994.

    13F-HR 0001951757-25-001040 filed by SUMMIT INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 17,981 shares
    Change vs previous 13F +533 shares

    4.91% of the 13F portfolio, value $5,522,124.

    13F-HR 0001951757-25-000550 filed by SUMMIT INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 17,448 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $5,862,760.

    13F-HR 0001951757-25-000267 filed by SUMMIT INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).