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Cardlytics shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Cardlytics (CDLX) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Cardlytics

Tip: Access up to 7 years of quarterly data

All positions including Cardlytics held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cardlytics by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $52k 14k 3.71
2024-09-30 $45k 14k 3.20
2024-06-30 $115k 14k 8.21
2024-03-31 $203k 14k 14.49
2023-09-30 $231k 14k 16.50
2023-06-30 $89k 14k 6.32
2023-03-31 $48k 14k 3.40

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Cardlytics

CAS Investment Partners
BlackRock
Vanguard Group
683 Capital Management
KPS Global Asset Management UK
Worldly Partners Management
Mirabella Financial Services
D. E. Shaw & Co
Geode Capital Management
State Street Corporation
Rbf Capital
LPL Financial
Dimensional Fund Advisors
Citadel Advisors
Citigroup

View all funds holding Cardlytics