Summit Financial Strategies, Inc.
Position in FEAM — 5E Advanced Materials, Inc.
CIK 1625246
Columbus, OH
Position in FEAM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,077
-$123 QoQ
Shares Held
12,286
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 37 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FEAM Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Summit Financial Strategies, Inc. holds $902,220 across 2 Specialty Chemicals names. FEAM ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
3,177 | $885,143 | |
| 2 | FEAM |
5E Advanced Materials, Inc.
This page
|
12,286 | $17,077 |
All Filings in FEAM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,077 | 12,286 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,200 | 12,286 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $37,472 | 12,286 | Shares | Sole | 2026-01-27 | |
| 2024-12-31 | $28,339 | 44,280 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $23,911 | 44,280 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $53,578 | 44,280 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $73,699 | 55,000 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||