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Summit Investment Advisory Services, LLC: INCM position timeline

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

Summit Investment Advisory Services, LLC held 1,105,667 INCM 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 1,105,667 shares
    Change vs previous 13F +103,576 shares

    8.01% of the 13F portfolio, value $31,903,966.

    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 1,002,091 shares
    Change vs previous 13F +1,261 shares

    10.7% of the 13F portfolio, value $28,810,277.

    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 1,000,830 shares
    Change vs previous 13F +29,408 shares

    10.59% of the 13F portfolio, value $28,063,293.

    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 971,422 shares
    Change vs previous 13F +59,238 shares

    10.73% of the 13F portfolio, value $26,947,271.

    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 912,184 shares
    Change vs previous 13F +27,541 shares

    10.73% of the 13F portfolio, value $24,674,614.

    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 884,643 shares
    Change vs previous 13F +799,254 shares

    11.55% of the 13F portfolio, value $23,558,040.

    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 85,389 shares
    Change vs previous 13F +10,447 shares

    1.15% of the 13F portfolio, value $2,228,649.

    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 74,942 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,036,923.

    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).