Summit Financial Strategies, Inc.

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Columbus, OH
CIK
0001625246
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 129 524,984 13F-HR 10/24/2023 000117266123003483 Summit Financial Strategies, Inc.
Q2 2023 126 536,166 13F-HR 7/21/2023 000117266123002585 Summit Financial Strategies, Inc.
Q1 2023 124 507,607 13F-HR 4/21/2023 000117266123001742 Summit Financial Strategies, Inc.
Q4 2022 122 464,443 13F-HR 1/20/2023 000117266123000247 Summit Financial Strategies, Inc.
Q3 2022 118 421,193 13F-HR 10/21/2022 000117266122002224 Summit Financial Strategies, Inc.
Q2 2022 119 427,094 13F-HR 7/25/2022 000117266122001653 Summit Financial Strategies, Inc.
Q1 2022 121 496,824 13F-HR 5/4/2022 000117266122001170 Summit Financial Strategies, Inc.
Q4 2021 125 518,066 13F-HR 2/3/2022 000117266122000232 Summit Financial Strategies, Inc.
Q3 2021 119 523,420 13F-HR 11/10/2021 000117266121002141 Summit Financial Strategies, Inc.
Q2 2021 116 504,860 13F-HR 8/11/2021 000117266121001625 Summit Financial Strategies, Inc.
Q1 2021 64 279,411 13F-HR 5/11/2021 000117266121001076 Summit Financial Strategies, Inc.
Q4 2020 82 291,037 13F-HR 2/5/2021 000117266121000259 Summit Financial Strategies, Inc.
Q3 2020 73 245,455 13F-HR 11/16/2020 000117266120002273 Summit Financial Strategies, Inc.
Q2 2020 68 224,942 13F-HR 7/31/2020 000117266120001570 Summit Financial Strategies, Inc.
Q1 2020 57 184,381 13F-HR 5/11/2020 000117266120001178 Summit Financial Strategies, Inc.
Q4 2019 60 204,426 13F-HR 2/11/2020 000117266120000395 Summit Financial Strategies, Inc.
Q3 2019 59 208,075 13F-HR 11/14/2019 000117266119002216 Summit Financial Strategies, Inc.
Q2 2019 58 205,992 13F-HR 8/8/2019 000117266119001650 Summit Financial Strategies, Inc.
Q1 2019 58 197,074 13F-HR 5/14/2019 000117266119001201 Summit Financial Strategies, Inc.
Q4 2018 57 178,308 13F-HR 2/6/2019 000117266119000324 Summit Financial Strategies, Inc.
Q3 2018 60 219,334 13F-HR 11/9/2018 000117266118001978 Summit Financial Strategies, Inc.
Q2 2018 56 205,799 13F-HR 8/6/2018 000117266118001459 Summit Financial Strategies, Inc.
Q1 2018 54 193,085 13F-HR 5/14/2018 000117266118001059 Summit Financial Strategies, Inc.
Q4 2017 55 191,066 13F-HR 1/29/2018 000117266118000213 Summit Financial Strategies, Inc.
Q3 2017 51 173,322 13F-HR 11/9/2017 000117266117001915 Summit Financial Strategies, Inc.
Q2 2017 53 165,829 13F-HR 8/1/2017 000117266117001453 Summit Financial Strategies, Inc.
Q1 2017 39 136,637 13F-HR 5/15/2017 000117266117001153 Summit Financial Strategies, Inc.
Q4 2016 42 146,271 13F-HR 2/8/2017 000117266117000289 Summit Financial Strategies, Inc.
Q3 2016 44 142,565 13F-HR 11/10/2016 000117266116004145 Summit Financial Strategies, Inc.
Q2 2016 42 134,733 13F-HR 7/27/2016 000117266116003624 Summit Financial Strategies, Inc.
Q1 2016 44 136,623 13F-HR 5/9/2016 000117266116003206 Summit Financial Strategies, Inc.
Q4 2015 45 128,523 13F-HR 2/1/2016 000117266116002375 Summit Financial Strategies, Inc.
Q3 2015 45 120,482 13F-HR 11/3/2015 000117266115001861 Summit Financial Strategies, Inc.
Q2 2015 43 128,244 13F-HR 8/6/2015 000117266115001438 Summit Financial Strategies, Inc.
Q1 2015 42 124,135 13F-HR 5/14/2015 000117266115001063 Summit Financial Strategies, Inc.
Q4 2014 40 123,502 13F-HR 2/13/2015 000117266115000387 Summit Financial Strategies, Inc.