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Disclosery

Summit Asset Management, LLC: CRM position timeline

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

Summit Asset Management, LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,211 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,211 shares
    Change vs previous 13F +324 shares

    0.05% of the 13F portfolio, value $320,806.

    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).

  3. period ended2025-09-30
    13F 887 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $210,219.

    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).

  4. period ended2025-06-30
    13F 887 shares
    Change vs previous 13F +81 shares

    0.04% of the 13F portfolio, value $241,876.

    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).

  5. period ended2025-03-31
    13F 806 shares
    Change vs previous 13F +20 shares

    0.04% of the 13F portfolio, value $216,298.

    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).

  6. period ended2024-12-31
    13F 786 shares
    Change vs previous 13F -20 shares

    0.05% of the 13F portfolio, value $262,783.

    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).

  7. period ended2024-09-30
    13F 806 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $220,610.

    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).