Skip to content
Disclosery

Summit Investment Advisory Services, LLC: USMV position timeline

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

Summit Investment Advisory Services, LLC held 20,373 USMV 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 20,373 shares
    Change vs previous 13F -3,064 shares

    0.49% of the 13F portfolio, value $1,965,132.

    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 23,437 shares
    Change vs previous 13F -653 shares

    0.81% of the 13F portfolio, value $2,173,523.

    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 24,090 shares
    Change vs previous 13F -591 shares

    0.86% of the 13F portfolio, value $2,268,291.

    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 24,681 shares
    Change vs previous 13F -291 shares

    0.94% of the 13F portfolio, value $2,348,191.

    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 24,972 shares
    Change vs previous 13F -67 shares

    1.02% of the 13F portfolio, value $2,344,075.

    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 25,039 shares
    Change vs previous 13F -126 shares

    1.15% of the 13F portfolio, value $2,345,181.

    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 25,165 shares
    Change vs previous 13F -1,705 shares

    1.15% of the 13F portfolio, value $2,234,440.

    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 26,870 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,453,515.

    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).