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Summit Investment Advisory Services, LLCETFConcentrated long-term

CIK: 0001914395 | ROSEVILLE, MN

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR87$403.1M2026-11-03SEC ↗
Q2 2026
13F-HR89$398.5M2026-07-24SEC ↗
Q1 2026
13F-HR81$269.2M2026-04-23SEC ↗
Q4 2025
13F-HR82$265.0M2026-02-04SEC ↗
Q3 2025Amended
13F-HR/A71$229.9M2025-11-03SEC ↗
Q2 2025Amended
13F-HR/A53$117.8M2025-08-05SEC ↗
Q1 2025
13F-HR68$204.0M2025-04-11SEC ↗
Q4 2024
13F-HR70$193.9M2025-01-21SEC ↗
Q3 2024
13F-HR71$188.5M2024-10-16SEC ↗
Q2 2024
13F-HR40$85.1M2024-07-15SEC ↗
Q1 2024
13F-HR68$168.9M2024-04-18SEC ↗
Q4 2023
13F-HR64$158.8M2024-01-18SEC ↗
Q3 2023
13F-HR54$134.9M2023-10-10SEC ↗
Q2 2023
13F-HR57$151.2M2023-07-26SEC ↗
Q1 2023
13F-HR53$140.5M2023-04-17SEC ↗
Q4 2022
13F-HR51$82.6M2023-02-02SEC ↗