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Summit Investment Advisory Services, LLC: SPMD position timeline

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

Summit Investment Advisory Services, LLC held 26,715 SPMD 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 26,715 shares
    Change vs previous 13F -1,405 shares

    0.45% of the 13F portfolio, value $1,804,888.

    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 28,120 shares
    Change vs previous 13F -66 shares

    0.62% of the 13F portfolio, value $1,665,247.

    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 28,186 shares
    Change vs previous 13F +297 shares

    0.62% of the 13F portfolio, value $1,632,244.

    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 27,889 shares
    Change vs previous 13F +1,371 shares

    0.64% of the 13F portfolio, value $1,594,975.

    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 26,518 shares
    Change vs previous 13F +1,754 shares

    0.63% of the 13F portfolio, value $1,442,069.

    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 24,764 shares
    Change vs previous 13F -7,705 shares

    0.62% of the 13F portfolio, value $1,267,438.

    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 32,469 shares
    Change vs previous 13F +2,558 shares

    0.92% of the 13F portfolio, value $1,775,713.

    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 29,911 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,635,536.

    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).