Filing History
Summit Financial Strategies, Inc.
12 parsed filings · CIK 0001625246
- 13F HOLDINGS REPORTQ/E Dec 2025166 pos · $1.22BSEC
- 13F HOLDINGS REPORTQ/E Sep 2025155 pos · $1.08BSEC
- 13F HOLDINGS REPORTQ/E Jun 2025155 pos · $1.08BSEC
- 13F HOLDINGS REPORTQ/E Mar 2025149 pos · $991.5MSEC
- 13F HOLDINGS REPORTQ/E Dec 2024148 pos · $906.0MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024149 pos · $888.3MSEC
- 13F HOLDINGS REPORTQ/E Jun 2024147 pos · $804.1MSEC
- 13F HOLDINGS REPORTQ/E Mar 2024150 pos · $716.9MSEC
- 13F HOLDINGS REPORTQ/E Dec 2023129 pos · $525.0MSEC
- 13F HOLDINGS REPORTQ/E Sep 2023126 pos · $536.2MSEC
- 13F HOLDINGS REPORTQ/E Jun 2023124 pos · $507.6MSEC
- 13F HOLDINGS REPORTQ/E Mar 2023122 pos · $464.4MSEC