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Summit Financial Strategies, Inc.

Position in CDLX — Cardlytics, Inc.

CIK 1625246 Columbus, OH

Position in CDLX

as of Mar 31, 2026 · filed May 1, 2026
Position Value
$14,700
-$1,400 QoQ
Shares Held
1,400
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CDLX Over Time

Shares Held

Position Value (USD)

All Filings in CDLX

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $14,700 14,000
2025-12-31 $16,100 14,000
2025-09-30 $34,020 14,000
2025-06-30 $23,030 14,000
2025-03-31 $25,480 14,000
2024-12-31 $51,940 14,000
2024-09-30 $44,800 14,000
2024-06-30 $114,940 14,000
2024-03-31 $202,860 14,000
2023-12-31 $128,940 14,000
2023-09-30 $231,000 14,000
2023-06-30 $88,480 14,000
2023-03-31 $47,530 14,000