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Siebert Financial shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Siebert Financial (SIEB) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Siebert Financial

Tip: Access up to 7 years of quarterly data

All positions including Siebert Financial held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Siebert Financial by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1k 1.4k 3.51
2025-09-30 $4.2k 1.4k 2.92
2025-06-30 $6.4k 1.4k 4.42
2021-03-31 $2.0k 596 3.36
2020-12-31 $3.0k 596 5.03
2020-09-30 $2.0k 596 3.36
2020-06-30 $3.0k 596 5.03
2020-03-31 $4.0k 596 6.71
2019-12-31 $5.0k 596 8.39
2019-09-30 $5.0k 596 8.39
2019-06-30 $5.0k 596 8.39
2019-03-31 $7.0k 596 11.74
2018-12-31 $9.0k 596 15.10
2018-09-30 $9.0k 596 15.10
2018-06-30 $6.0k 596 10.07