Skip to content
Disclosery

Summit Investment Advisory Services, LLC: SPDW position timeline

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

Summit Investment Advisory Services, LLC held 4,533 SPDW 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 4,533 shares
    Change vs previous 13F -794 shares

    0.06% of the 13F portfolio, value $228,402.

    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 5,327 shares
    Change vs previous 13F -56 shares

    0.09% of the 13F portfolio, value $243,158.

    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 5,383 shares
    Change vs previous 13F +49 shares

    0.09% of the 13F portfolio, value $239,040.

    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 5,334 shares
    Change vs previous 13F +283 shares

    0.09% of the 13F portfolio, value $228,254.

    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 5,051 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $204,528.

    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).