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Summit Investment Advisory Services, LLC: CGUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Investment Advisory Services, LLC on CGUS, newest first. How the timeline and the estimate are built.

Summit Investment Advisory Services, LLC held 502,993 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 502,993 shares
    Change vs previous 13F +20,612 shares

    5.61% of the 13F portfolio, value $22,373,117.

    13F-HR 0001951757-26-001053 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 482,381 shares
    Change vs previous 13F -252,295 shares

    6.88% of the 13F portfolio, value $18,533,083.

    13F-HR 0001951757-26-000713 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 734,676 shares
    Change vs previous 13F +30,892 shares

    11.16% of the 13F portfolio, value $29,556,025.

    13F-HR 0001951757-26-000354 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 703,784 shares
    Change vs previous 13F +32,736 shares

    11.08% of the 13F portfolio, value $27,827,607.

    13F-HR/A 0001951757-25-001317 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 671,048 shares
    Change vs previous 13F +37,157 shares

    10.78% of the 13F portfolio, value $24,781,822.

    13F-HR/A 0001951757-25-001318 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 633,891 shares
    Change vs previous 13F +2,924 shares

    10.38% of the 13F portfolio, value $21,171,943.

    13F-HR 0001951757-25-000327 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 630,967 shares
    Change vs previous 13F +27,498 shares

    11.38% of the 13F portfolio, value $22,064,929.

    13F-HR 0001951757-25-000089 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 603,469 shares
    Change vs previous 13F not available

    10.97% of the 13F portfolio, value $20,686,925.

    13F-HR 0001951757-24-001056 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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