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Summit Financial Strategies, Inc.ETFConcentrated long-term

CIK: 0001625246 | Columbus, OH

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR165$1.4B2026-10-14SEC ↗
Q2 2026
13F-HR173$1.4B2026-07-24SEC ↗
Q1 2026
13F-HR170$1.3B2026-05-01SEC ↗
Q4 2025
13F-HR166$1.2B2026-01-27SEC ↗
Q3 2025
13F-HR158$1.2B2025-10-22SEC ↗
Q2 2025
13F-HR155$1.1B2025-07-17SEC ↗
Q1 2025
13F-HR149$991.5M2025-05-12SEC ↗
Q4 2024
13F-HR148$906.0M2025-01-22SEC ↗
Q3 2024
13F-HR149$888.3M2024-10-16SEC ↗
Q2 2024
13F-HR147$804.1M2024-07-19SEC ↗
Q1 2024
13F-HR150$716.9M2024-05-09SEC ↗
Q4 2023
13F-HR142$654.4M2024-02-13SEC ↗
Q3 2023
13F-HR129$525.0M2023-10-24SEC ↗
Q2 2023
13F-HR126$536.2M2023-07-21SEC ↗
Q1 2023
13F-HR124$507.6M2023-04-21SEC ↗
Q4 2022
13F-HR122$464.4M2023-01-20SEC ↗
Q3 2022
13F-HR118$3.7M2022-10-21SEC ↗
Q2 2022
13F-HR119$2.3M2022-07-25SEC ↗
Q1 2022
13F-HR121$1.8M2022-05-04SEC ↗
Q4 2021
13F-HR125$2.3M2022-02-03SEC ↗
Q3 2021
13F-HR119$1.8M2021-11-10SEC ↗
Q2 2021
13F-HR116$1.9M2021-08-11SEC ↗
Q1 2021
13F-HR64$1.4M2021-05-11SEC ↗
Q4 2020
13F-HR82$1.2M2021-02-05SEC ↗
Q3 2020
13F-HR73$733.0K2020-11-16SEC ↗
Q2 2020
13F-HR68$770.4K2020-07-31SEC ↗
Q1 2020
13F-HR57$580.0K2020-05-11SEC ↗
Q4 2019
13F-HR60$694.9K2020-02-11SEC ↗
Q3 2019
13F-HR59$622.7K2019-11-14SEC ↗
Q2 2019
13F-HR58$649.5K2019-08-08SEC ↗
Q1 2019
13F-HR58$701.6K2019-05-14SEC ↗
Q4 2018
13F-HR57$756.7K2019-02-06SEC ↗
Q3 2018
13F-HR60$812.7K2018-11-09SEC ↗
Q2 2018
13F-HR56$1.0M2018-08-06SEC ↗
Q1 2018
13F-HR54$708.6K2018-05-14SEC ↗
Q4 2017
13F-HR55$555.7K2018-01-29SEC ↗
Q3 2017
13F-HR51$508.0K2017-11-09SEC ↗
Q2 2017
13F-HR53$454.5K2017-08-01SEC ↗
Q1 2017
13F-HR39$136.6K2017-05-15SEC ↗
Q4 2016
13F-HR42$350.1K2017-02-08SEC ↗
Q3 2016
13F-HR44$452.3K2016-11-10SEC ↗
Q2 2016
13F-HR42$410.5K2016-07-27SEC ↗
Q1 2016
13F-HR44$391.4K2016-05-09SEC ↗
Q4 2015
13F-HR45$393.3K2016-02-01SEC ↗
Q3 2015
13F-HR45$363.2K2015-11-03SEC ↗
Q2 2015
13F-HR43$443.9K2015-08-06SEC ↗
Q1 2015
13F-HR42$408.9K2015-05-14SEC ↗
Q4 2014
13F-HR40$123.5K2015-02-13SEC ↗