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Summit Investment Advisory Services, LLC: SPTM position timeline

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

Summit Investment Advisory Services, LLC held 115,622 SPTM 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 115,622 shares
    Change vs previous 13F -2,945 shares

    2.63% of the 13F portfolio, value $10,497,348.

    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 118,567 shares
    Change vs previous 13F -33,118 shares

    3.48% of the 13F portfolio, value $9,373,900.

    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 151,685 shares
    Change vs previous 13F +6,200 shares

    4.72% of the 13F portfolio, value $12,514,170.

    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 145,485 shares
    Change vs previous 13F +1,698 shares

    4.67% of the 13F portfolio, value $11,733,390.

    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 143,787 shares
    Change vs previous 13F +4,651 shares

    4.68% of the 13F portfolio, value $10,768,226.

    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 139,136 shares
    Change vs previous 13F +1,423 shares

    4.64% of the 13F portfolio, value $9,462,613.

    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 137,713 shares
    Change vs previous 13F +8,315 shares

    5.07% of the 13F portfolio, value $9,836,868.

    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 129,398 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $9,065,643.

    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).