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Disclosery

Summit Asset Management, LLC: FINS position timeline

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

Summit Asset Management, LLC held 26,000 FINS 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 26,000 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $332,800.

    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 26,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $331,500.

    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 26,000 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $343,460.

    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).