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Disclosery

Summit Asset Management, LLC: EMR position timeline

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

Summit Asset Management, LLC held 17,867 EMR 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 17,867 shares
    Change vs previous 13F -73 shares

    0.33% of the 13F portfolio, value $2,557,707.

    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 17,940 shares
    Change vs previous 13F -27 shares

    0.33% of the 13F portfolio, value $2,350,533.

    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 17,967 shares
    Change vs previous 13F +16 shares

    0.34% of the 13F portfolio, value $2,384,607.

    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 17,951 shares
    Change vs previous 13F +800 shares

    0.36% of the 13F portfolio, value $2,354,812.

    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 17,151 shares
    Change vs previous 13F +1,400 shares

    0.37% of the 13F portfolio, value $2,286,743.

    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 15,751 shares
    Change vs previous 13F +3,000 shares

    0.3% of the 13F portfolio, value $1,726,940.

    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 12,751 shares
    Change vs previous 13F +300 shares

    0.28% of the 13F portfolio, value $1,580,231.

    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 12,451 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,361,766.

    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).