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Summit Investment Advisory Services, LLC: SPYV position timeline

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

Summit Investment Advisory Services, LLC held 30,425 SPYV 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 30,425 shares
    Change vs previous 13F -2,110 shares

    0.46% of the 13F portfolio, value $1,849,542.

    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 32,535 shares
    Change vs previous 13F -305 shares

    0.68% of the 13F portfolio, value $1,840,826.

    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 32,840 shares
    Change vs previous 13F -146 shares

    0.7% of the 13F portfolio, value $1,865,649.

    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 32,986 shares
    Change vs previous 13F -398 shares

    0.73% of the 13F portfolio, value $1,825,105.

    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 33,384 shares
    Change vs previous 13F +1,392 shares

    0.76% of the 13F portfolio, value $1,747,295.

    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 31,992 shares
    Change vs previous 13F -424 shares

    0.8% of the 13F portfolio, value $1,633,834.

    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 32,416 shares
    Change vs previous 13F +1,298 shares

    0.85% of the 13F portfolio, value $1,657,746.

    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 31,118 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,644,898.

    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).