Summit Financial Strategies, Inc.

Q3 2021 vs. Q1 2025 13F Holdings

Period
Q3 2021
Q1 2025
Holdings as of
9/30/2021
3/31/2025
Value ($000)
$523,420
$991,513
Num holdings
119
149
Form type
13F-HR
13F-HR
Date filed
11/10/2021
5/12/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q3 2021 Q1 2025 Diff Chg % Q3 2021 Q1 2025 Diff Chg %