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Disclosery

Summit Asset Management, LLC: IBDS position timeline

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

Summit Asset Management, LLC held 787,752 IBDS 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 787,752 shares
    Change vs previous 13F +15,597 shares

    2.44% of the 13F portfolio, value $19,079,358.

    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 772,155 shares
    Change vs previous 13F +9,337 shares

    2.6% of the 13F portfolio, value $18,717,029.

    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 762,818 shares
    Change vs previous 13F +47,064 shares

    2.62% of the 13F portfolio, value $18,521,230.

    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 715,754 shares
    Change vs previous 13F +30,186 shares

    2.68% of the 13F portfolio, value $17,421,453.

    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 685,568 shares
    Change vs previous 13F +13,074 shares

    2.71% of the 13F portfolio, value $16,638,736.

    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 672,494 shares
    Change vs previous 13F +14,007 shares

    2.81% of the 13F portfolio, value $16,260,905.

    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 658,487 shares
    Change vs previous 13F +647,072 shares

    2.77% of the 13F portfolio, value $15,777,349.

    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 11,415 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $278,184.

    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).