Summit Investment Advisory Services, LLC: QQQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Investment Advisory Services, LLC on QQQ, newest first. How the timeline and the estimate are built.
Summit Investment Advisory Services, LLC held 515 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 515 sharesChange vs previous 13F +58 shares
0.1% of the 13F portfolio, value $378,894.
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 457 sharesChange vs previous 13F +1 shares
0.1% of the 13F portfolio, value $263,493.
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 456 sharesChange vs previous 13F +82 shares
0.11% of the 13F portfolio, value $280,334.
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 374 sharesChange vs previous 13F +374 shares
0.09% of the 13F portfolio, value $224,539.
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 ended2024-09-3013F 0 sharesChange vs previous 13F not available
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).
Exited: the 13F for this period no longer lists the position.