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SUMMIT INVESTMENT ADVISORS, INC.: LPLA position timeline

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

SUMMIT INVESTMENT ADVISORS, INC. held 1,147 LPLA 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 1,147 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $424,379.

    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 1,147 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $379,877.

    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 1,147 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $427,166.

    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).