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Disclosery

Summit Asset Management, LLC: HD position timeline

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

Summit Asset Management, LLC held 8,764 HD 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 8,764 shares
    Change vs previous 13F +739 shares

    0.4% of the 13F portfolio, value $3,090,888.

    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 8,025 shares
    Change vs previous 13F +247 shares

    0.37% of the 13F portfolio, value $2,639,342.

    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 7,778 shares
    Change vs previous 13F -18 shares

    0.38% of the 13F portfolio, value $2,676,410.

    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 7,796 shares
    Change vs previous 13F +85 shares

    0.49% of the 13F portfolio, value $3,158,861.

    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 7,711 shares
    Change vs previous 13F +853 shares

    0.46% of the 13F portfolio, value $2,827,161.

    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 6,858 shares
    Change vs previous 13F +987 shares

    0.44% of the 13F portfolio, value $2,513,388.

    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 5,871 shares
    Change vs previous 13F +100 shares

    0.4% of the 13F portfolio, value $2,283,760.

    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 5,771 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,338,409.

    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).