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Summit Investment Advisory Services, LLC: FESM position timeline

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

Summit Investment Advisory Services, LLC held 309,901 FESM 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 309,901 shares
    Change vs previous 13F -11,460 shares

    3.76% of the 13F portfolio, value $14,965,112.

    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 321,361 shares
    Change vs previous 13F -6,948 shares

    4.54% of the 13F portfolio, value $12,211,705.

    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 328,309 shares
    Change vs previous 13F +10,240 shares

    4.68% of the 13F portfolio, value $12,403,496.

    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 318,069 shares
    Change vs previous 13F +5,001 shares

    4.63% of the 13F portfolio, value $11,628,572.

    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 313,068 shares
    Change vs previous 13F +18,868 shares

    4.36% of the 13F portfolio, value $10,015,090.

    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 294,200 shares
    Change vs previous 13F +9,342 shares

    4.25% of the 13F portfolio, value $8,673,011.

    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 284,858 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $9,215,155.

    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).