Position in WYY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,722,997
+$1,135,435 QoQ
Shares Held
98,457
-16.4% QoQ
Ownership
0.985%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#6
of 50 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WYY Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Summit Financial Strategies, Inc. holds $1,927,999 across 2 Information Technology Services names. WYY ranks #1 (89.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WYY |
Widepoint Corp
This page
|
98,457 | $1,722,997 | |
| 2 | IBM |
International Business Machines Corp
|
729 | $205,002 |
All Filings in WYY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,722,997 | 98,457 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $587,562 | 117,748 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $632,306 | 117,748 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $582,852 | 117,748 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $402,698 | 117,748 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $305,747 | 91,816 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $444,389 | 91,816 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $352,467 | 99,567 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $431,854 | 103,068 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $98,691 | 38,105 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $84,649 | 36,487 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $62,757 | 36,487 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $67,865 | 36,487 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $44,095 | 24,362 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $39,788 | 21,862 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $46,566 | 21,862 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $52,489 | 21,962 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $83,016 | 21,962 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $52,901 | 13,461 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $123,196 | 23,466 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $170,363 | 23,466 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||