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Summit Asset Management, LLC: IBDR position timeline

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

Summit Asset Management, LLC held 19,367 IBDR 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 19,367 shares
    Change vs previous 13F -1,254 shares

    0.06% of the 13F portfolio, value $469,262.

    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 20,621 shares
    Change vs previous 13F -2 shares

    0.07% of the 13F portfolio, value $499,853.

    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 20,623 shares
    Change vs previous 13F -693,531 shares

    0.07% of the 13F portfolio, value $499,695.

    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 714,154 shares
    Change vs previous 13F +25,579 shares

    2.67% of the 13F portfolio, value $17,353,953.

    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 688,575 shares
    Change vs previous 13F +9,196 shares

    2.72% of the 13F portfolio, value $16,697,935.

    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 679,379 shares
    Change vs previous 13F +14,786 shares

    2.85% of the 13F portfolio, value $16,447,766.

    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 664,593 shares
    Change vs previous 13F +26,324 shares

    2.81% of the 13F portfolio, value $15,996,754.

    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 638,269 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $15,509,937.

    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).