Summit Financial Strategies, Inc.

CIK 1625246 · operating company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for Summit Financial Strategies, Inc..

Recent SEC filings

FiledFormAccession number
Jul 24, 202613F-HR0001172661-26-002788
Jul 20, 2026N-PX0001172661-26-002696
May 1, 202613F-HR0001172661-26-001585
Jan 27, 202613F-HR0001172661-26-000321
Oct 22, 202513F-HR0001172661-25-004368
Jul 30, 2025N-PX0001172661-25-002800
Jul 17, 202513F-HR0001172661-25-002643
May 12, 202513F-HR0001172661-25-001645
Jan 22, 202513F-HR0001172661-25-000296
Oct 16, 202413F-HR0001172661-24-004280
Jul 23, 2024N-PX0001172661-24-002859
Jul 19, 202413F-HR0001172661-24-002847
May 9, 202413F-HR0001172661-24-002097
Feb 13, 202413F-HR0001172661-24-000779
Oct 24, 202313F-HR0001172661-23-003483
Jul 21, 202313F-HR0001172661-23-002585
Apr 21, 202313F-HR0001172661-23-001742
Jan 20, 202313F-HR0001172661-23-000247
Oct 21, 202213F-HR0001172661-22-002224
May 4, 202213F-HR0001172661-22-001170
Feb 3, 202213F-HR0001172661-22-000232
Nov 10, 202113F-HR0001172661-21-002141
Aug 11, 202113F-HR0001172661-21-001625
May 11, 202113F-HR0001172661-21-001076
Feb 5, 202113F-HR0001172661-21-000259