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Disclosery

Summit Asset Management, LLC: FHN position timeline

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

Summit Asset Management, LLC held 15,528 FHN 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 15,528 shares
    Change vs previous 13F -2,495 shares

    0.05% of the 13F portfolio, value $398,140.

    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 18,023 shares
    Change vs previous 13F +695 shares

    0.06% of the 13F portfolio, value $410,203.

    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 17,328 shares
    Change vs previous 13F -1,136 shares

    0.06% of the 13F portfolio, value $414,138.

    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 18,464 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $417,474.

    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 18,460 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $391,346.

    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 18,455 shares
    Change vs previous 13F +788 shares

    0.06% of the 13F portfolio, value $358,394.

    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 17,667 shares
    Change vs previous 13F -2,170 shares

    0.06% of the 13F portfolio, value $355,821.

    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 19,837 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $308,074.

    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).