Summit Investment Advisory Services, LLC: MINO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Investment Advisory Services, LLC on MINO, newest first. How the timeline and the estimate are built.
Summit Investment Advisory Services, LLC held 27,319 MINO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 27,319 sharesChange vs previous 13F +1,963 shares
0.31% of the 13F portfolio, value $1,250,100.
13F-HR 0001951757-26-001053 filed by Summit Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,356 sharesChange vs previous 13F +2,434 shares
0.43% of the 13F portfolio, value $1,145,314.
13F-HR 0001951757-26-000713 filed by Summit Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,922 sharesChange vs previous 13F +58 shares
0.39% of the 13F portfolio, value $1,038,814.
13F-HR 0001951757-26-000354 filed by Summit Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 22,864 sharesChange vs previous 13F +3,157 shares
0.41% of the 13F portfolio, value $1,035,965.
13F-HR/A 0001951757-25-001317 filed by Summit Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 19,707 sharesChange vs previous 13F -1,572 shares
0.38% of the 13F portfolio, value $871,651.
13F-HR/A 0001951757-25-001318 filed by Summit Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,279 sharesChange vs previous 13F +4,172 shares
0.47% of the 13F portfolio, value $951,796.
13F-HR 0001951757-25-000327 filed by Summit Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,107 sharesChange vs previous 13F +1 shares
0.4% of the 13F portfolio, value $770,850.
13F-HR 0001951757-25-000089 filed by Summit Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,106 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $789,603.
13F-HR 0001951757-24-001056 filed by Summit Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).