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Disclosery

Summit Asset Management, LLC: IBDT position timeline

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

Summit Asset Management, LLC held 753,549 IBDT 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 753,549 shares
    Change vs previous 13F +13,887 shares

    2.44% of the 13F portfolio, value $19,027,103.

    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 739,662 shares
    Change vs previous 13F +10,997 shares

    2.61% of the 13F portfolio, value $18,735,629.

    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 728,665 shares
    Change vs previous 13F +719,036 shares

    2.62% of the 13F portfolio, value $18,548,180.

    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 9,629 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $245,732.

    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).