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Summit Investment Advisory Services, LLC: IJR position timeline

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

Summit Investment Advisory Services, LLC held 11,434 IJR 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 11,434 shares
    Change vs previous 13F -293 shares

    0.43% of the 13F portfolio, value $1,695,839.

    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 11,727 shares
    Change vs previous 13F -8 shares

    0.54% of the 13F portfolio, value $1,457,836.

    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 11,735 shares
    Change vs previous 13F +2,015 shares

    0.53% of the 13F portfolio, value $1,410,318.

    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 9,720 shares
    Change vs previous 13F -616 shares

    0.46% of the 13F portfolio, value $1,154,963.

    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 10,336 shares
    Change vs previous 13F -71 shares

    0.49% of the 13F portfolio, value $1,129,629.

    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 10,407 shares
    Change vs previous 13F -345 shares

    0.53% of the 13F portfolio, value $1,088,284.

    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 10,752 shares
    Change vs previous 13F +62 shares

    0.64% of the 13F portfolio, value $1,238,901.

    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 10,690 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,250,300.

    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).