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
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Quarterly reported holdings in Cardlytics by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34k | 14k | 2.43 |
| 2025-06-30 | $23k | 14k | 1.65 |
| 2025-03-31 | $26k | 14k | 1.82 |
| 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
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