Skip to content

Summit Investment Advisory Services, LLC: SPYG position timeline

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

Summit Investment Advisory Services, LLC held 27,941 SPYG 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 27,941 shares
    Change vs previous 13F -1,811 shares

    0.83% of the 13F portfolio, value $3,324,700.

    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 29,752 shares
    Change vs previous 13F +853 shares

    1.08% of the 13F portfolio, value $2,913,061.

    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 28,899 shares
    Change vs previous 13F -2,163 shares

    1.16% of the 13F portfolio, value $3,083,489.

    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 31,062 shares
    Change vs previous 13F -1,544 shares

    1.29% of the 13F portfolio, value $3,246,292.

    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 32,606 shares
    Change vs previous 13F +538 shares

    1.35% of the 13F portfolio, value $3,107,992.

    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 32,068 shares
    Change vs previous 13F -1,565 shares

    1.26% of the 13F portfolio, value $2,577,308.

    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 33,633 shares
    Change vs previous 13F +794 shares

    1.52% of the 13F portfolio, value $2,956,318.

    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 32,839 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,723,700.

    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).