• 13F History

Summit Investment Advisory Services, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$204M
Signature - Title
Chris Schurmann - Chief Compliance Officer
Location
Roseville, MN
Summary
This page shows a list of all the recent 13F filings made by Summit Investment Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Investment Advisory Services, LLC reported 68 stock holdings with total value $204M as of Q1 2025. Top holdings included CGDV, CGGR, INCM, DGRO, and CGUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 68 $204M +$23.7M -$6.64M +$17M CGDV, CGGR, INCM, DGRO, CGUS 13F-HR 4/11/2025, 10:31 AM
Q4 2024 70 $194M +$14.9M -$10.4M +$4.46M CGDV, CGGR, DGRO, CGUS, SPTM 13F-HR 1/21/2025, 05:16 PM
Q3 2024 71 $189M +$181M -$78.3M +$103M CGDV, CGGR, DGRO, CGUS, SPSM 13F-HR 10/16/2024, 05:24 PM
Q2 2024 40 $85.1M +$78.1M -$162M -$84.1M BSJO, BSJP, IWF, BSCO, BSCP 13F-HR 7/15/2024, 08:14 AM
Q1 2024 68 $169M +$5.25M -$6.88M -$1.63M CGDV, CGGR, DGRO, CGUS, SPTM 13F-HR 4/18/2024, 12:52 PM
Q4 2023 64 $159M +$9.51M -$1.55M +$7.96M CGDV, DGRO, CGGR, CGUS, SPTM 13F-HR 1/18/2024, 09:17 AM
Q3 2023 54 $135M +$3.19M -$13.4M -$10.2M CGDV, DGRO, CGGR, CGUS, SPTM 13F-HR 10/10/2023, 01:58 PM
Q2 2023 57 $151M +$3.97M -$3.12M +$849K DGRO, CGDV, CGUS, CGGR, SPTM 13F-HR 7/26/2023, 10:15 AM
Q1 2023 53 $140M +$57.3M -$2.11M +$55.2M DGRO, CGDV, CGGR, CGUS, SPTM 13F-HR 4/17/2023, 09:10 AM
Q4 2022 51 $82.6M DGRO, SPTM, IVW, SPSM, VTI 13F-HR 2/2/2023, 02:06 PM