Back to IBP
Summit Financial Strategies, Inc. → IBP
Summit Financial Strategies, Inc. IBP Position History
Installed Building Products, Inc. • Industrials
Quarters held
5
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $520K |
| Q4 2025 | $751K |
| Q1 2026 | $768K |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 6.9K | — | — |
| Q2 2026 | $1.2M | 5.2K | — | — |
| Q1 2026 | $768K | 2.9K | — | — |
| Q4 2025 | $751K | 2.9K | — | — |
| Q3 2025 | $520K | 2.1K | — | — |
Other funds holding IBP
$579.4M
$281.7M
$281.7M
$281.1M
$205.7M
$170.4M
$170.4M
$167.4M