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Disclosery

Summit Asset Management, LLC: HEFA position timeline

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

Summit Asset Management, LLC held 135,870 HEFA 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 135,870 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $6,375,700.

    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 135,870 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $5,773,796.

    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 135,870 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $5,619,583.

    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 135,870 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $5,381,811.

    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 135,870 shares
    Change vs previous 13F -604 shares

    0.84% of the 13F portfolio, value $5,157,625.

    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 136,474 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $4,952,641.

    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 136,474 shares
    Change vs previous 13F +117,238 shares

    0.83% of the 13F portfolio, value $4,742,472.

    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 19,236 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $681,339.

    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).