Summit Financial Strategies, Inc.

CIK 0001625246 • 7 13F filings • May 12, 2025 – Oct 14, 2026

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=jivedata("summit-financial-strategies-inc","13f")

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

$0 latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001172661-26-004530	—	View
Jan 27, 2026	Q4 2025	13F-HR	0001172661-26-000321	$1.22B	View
Oct 22, 2025	Q3 2025