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Disclosery

Summit Asset Management, LLC: IHDG position timeline

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

Summit Asset Management, LLC held 384,135 IHDG 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 384,135 shares
    Change vs previous 13F -814 shares

    2.58% of the 13F portfolio, value $20,121,005.

    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 384,949 shares
    Change vs previous 13F +1,704 shares

    2.58% of the 13F portfolio, value $18,535,285.

    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 383,245 shares
    Change vs previous 13F +3,536 shares

    2.64% of the 13F portfolio, value $18,648,724.

    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 379,709 shares
    Change vs previous 13F -2,012 shares

    2.69% of the 13F portfolio, value $17,496,991.

    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 381,721 shares
    Change vs previous 13F +1,909 shares

    2.8% of the 13F portfolio, value $17,196,518.

    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 379,812 shares
    Change vs previous 13F +566 shares

    2.85% of the 13F portfolio, value $16,483,860.

    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 379,246 shares
    Change vs previous 13F -61,253 shares

    2.9% of the 13F portfolio, value $16,485,807.

    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 440,499 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $20,130,825.

    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).