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Summit Asset Management, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Asset Management, LLC on AGG, newest first. How the timeline and the estimate are built.

Summit Asset Management, LLC held 324,822 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 324,822 shares
    Change vs previous 13F +13,065 shares

    4.12% of the 13F portfolio, value $32,150,882.

    13F-HR 0001398344-26-013632 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 311,757 shares
    Change vs previous 13F +25,516 shares

    4.31% of the 13F portfolio, value $30,948,117.

    13F-HR 0001398344-26-008718 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 286,241 shares
    Change vs previous 13F +196,056 shares

    4.05% of the 13F portfolio, value $28,589,751.

    13F-HR 0001398344-26-002477 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 90,185 shares
    Change vs previous 13F +2,954 shares

    1.39% of the 13F portfolio, value $9,041,046.

    13F-HR 0001398344-25-020413 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 87,231 shares
    Change vs previous 13F +1,100 shares

    1.41% of the 13F portfolio, value $8,653,315.

    13F-HR 0001398344-25-014658 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 86,131 shares
    Change vs previous 13F +2,486 shares

    1.47% of the 13F portfolio, value $8,520,079.

    13F-HR 0001398344-25-008723 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 83,645 shares
    Change vs previous 13F +62,789 shares

    1.42% of the 13F portfolio, value $8,105,201.

    13F-HR 0001398344-25-001793 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,856 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,112,087.

    13F-HR 0001398344-24-020030 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).