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Disclosery

Summit Asset Management, LLC: DIA position timeline

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

Summit Asset Management, LLC held 12,138 DIA 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 12,138 shares
    Change vs previous 13F -132 shares

    0.81% of the 13F portfolio, value $6,340,770.

    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 12,270 shares
    Change vs previous 13F -380 shares

    0.79% of the 13F portfolio, value $5,683,341.

    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 12,650 shares
    Change vs previous 13F -113 shares

    0.86% of the 13F portfolio, value $6,079,211.

    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 12,763 shares
    Change vs previous 13F -205 shares

    0.91% of the 13F portfolio, value $5,918,714.

    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 12,968 shares
    Change vs previous 13F -127 shares

    0.93% of the 13F portfolio, value $5,714,349.

    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 13,095 shares
    Change vs previous 13F -82 shares

    0.95% of the 13F portfolio, value $5,498,329.

    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 13,177 shares
    Change vs previous 13F -72 shares

    0.99% of the 13F portfolio, value $5,606,814.

    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 13,249 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $5,605,917.

    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).