Summit Financial Strategies, Inc.
Q3 2025 13F Holdings
Location
Columbus, OH
Holdings as of
9/30/2025
Value ($000)
$1,166,525
Num holdings
158
Date filed
10/22/2025
Form type
13F-HR
Prev filing
7/17/2025
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type