Skip to content
Disclosery

Summit Investment Advisory Services, LLC: IWR position timeline

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

Summit Investment Advisory Services, LLC held 8,079 IWR 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 8,079 shares
    Change vs previous 13F +57 shares

    0.22% of the 13F portfolio, value $891,321.

    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 8,022 shares
    Change vs previous 13F +2 shares

    0.29% of the 13F portfolio, value $779,970.

    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 8,020 shares
    Change vs previous 13F +327 shares

    0.29% of the 13F portfolio, value $772,121.

    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 7,693 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $742,764.

    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 7,691 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $707,356.

    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 7,690 shares
    Change vs previous 13F +2 shares

    0.32% of the 13F portfolio, value $654,146.

    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 7,688 shares
    Change vs previous 13F +161 shares

    0.35% of the 13F portfolio, value $679,600.

    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 7,527 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $663,404.

    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).