Skip to content
Disclosery

Summit Asset Management, LLC: IEF position timeline

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

Summit Asset Management, LLC held 92,840 IEF 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 92,840 shares
    Change vs previous 13F -1,847 shares

    1.13% of the 13F portfolio, value $8,779,850.

    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 94,687 shares
    Change vs previous 13F -2,547 shares

    1.26% of the 13F portfolio, value $9,036,945.

    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 97,234 shares
    Change vs previous 13F -104,983 shares

    1.32% of the 13F portfolio, value $9,350,039.

    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 202,217 shares
    Change vs previous 13F +10,426 shares

    3% of the 13F portfolio, value $19,505,873.

    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 191,791 shares
    Change vs previous 13F +3,467 shares

    2.99% of the 13F portfolio, value $18,367,833.

    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 188,324 shares
    Change vs previous 13F +6,236 shares

    3.11% of the 13F portfolio, value $17,960,460.

    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 182,088 shares
    Change vs previous 13F +1,694 shares

    2.96% of the 13F portfolio, value $16,834,036.

    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 180,394 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $17,700,259.

    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).