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Summit Financial Strategies »

Summit Financial Strategies - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Summit Financial Strategies going back to Feb. 13, 2015

Summit Financial Strategies 2024 Q3 - filed Oct. 16, 2024 - new!
Summit Financial Strategies 2024 Q2 - filed July 19, 2024
Summit Financial Strategies 2024 Q1 - filed May 9, 2024
Summit Financial Strategies 2023 Q3 - filed Oct. 24, 2023
Summit Financial Strategies 2023 Q2 - filed July 21, 2023
Summit Financial Strategies 2023 Q1 - filed April 21, 2023
Summit Financial Strategies 2022 Q4 - filed Jan. 20, 2023
Summit Financial Strategies 2022 Q3 - filed Oct. 21, 2022
Summit Financial Strategies 2022 Q2 - filed July 25, 2022
Summit Financial Strategies 2022 Q1 - filed May 4, 2022
Summit Financial Strategies 2021 Q4 - filed Feb. 3, 2022
Summit Financial Strategies 2021 Q3 - filed Nov. 10, 2021
Summit Financial Strategies 2021 Q2 - filed Aug. 11, 2021
Summit Financial Strategies 2021 Q1 - filed May 11, 2021
Summit Financial Strategies 2020 Q4 - filed Feb. 5, 2021
Summit Financial Strategies 2020 Q3 - filed Nov. 16, 2020
Summit Financial Strategies 2020 Q2 - filed July 31, 2020
Summit Financial Strategies 2020 Q1 - filed May 11, 2020
Summit Financial Strategies 2019 Q4 - filed Feb. 11, 2020
Summit Financial Strategies 2019 Q3 - filed Nov. 14, 2019
Summit Financial Strategies 2019 Q2 - filed Aug. 8, 2019
Summit Financial Strategies 2019 Q1 - filed May 14, 2019
Summit Financial Strategies 2018 Q4 - filed Feb. 6, 2019
Summit Financial Strategies 2018 Q3 - filed Nov. 9, 2018
Summit Financial Strategies 2018 Q2 - filed Aug. 6, 2018
Summit Financial Strategies 2018 Q1 - filed May 14, 2018
Summit Financial Strategies 2017 Q4 - filed Jan. 29, 2018
Summit Financial Strategies 2017 Q3 - filed Nov. 9, 2017
Summit Financial Strategies 2017 Q2 - filed Aug. 1, 2017
Summit Financial Strategies 2017 Q1 - filed May 15, 2017
Summit Financial Strategies 2016 Q4 - filed Feb. 8, 2017
Summit Financial Strategies 2016 Q3 - filed Nov. 10, 2016
Summit Financial Strategies 2016 Q2 - filed July 27, 2016
Summit Financial Strategies 2016 Q1 - filed May 9, 2016
Summit Financial Strategies 2015 Q4 - filed Feb. 1, 2016
Summit Financial Strategies 2015 Q3 - filed Nov. 3, 2015
Summit Financial Strategies 2015 Q2 - filed Aug. 6, 2015
Summit Financial Strategies 2015 Q1 - filed May 14, 2015
Summit Financial Strategies 2014 Q4 - filed Feb. 13, 2015

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