Summit Financial Strategies, Inc.
Holdings in CDLX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $16,100 | 14,000 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $34,020 | 14,000 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $23,030 | 14,000 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $25,480 | 14,000 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $51,940 | 14,000 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $44,800 | 14,000 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $114,940 | 14,000 | Shares | Sole | 2024-07-19 |
| 2024-03-31 | $202,860 | 14,000 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $128,940 | 14,000 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $231,000 | 14,000 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $88,480 | 14,000 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $47,530 | 14,000 | Shares | Sole | 2023-04-21 |