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Disclosery

Summit Asset Management, LLC: IJR position timeline

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

Summit Asset Management, LLC held 175,893 IJR 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 175,893 shares
    Change vs previous 13F -771 shares

    3.34% of the 13F portfolio, value $26,086,623.

    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 176,664 shares
    Change vs previous 13F +2,444 shares

    3.06% of the 13F portfolio, value $21,961,089.

    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 174,220 shares
    Change vs previous 13F +533 shares

    2.96% of the 13F portfolio, value $20,937,744.

    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 173,687 shares
    Change vs previous 13F +488 shares

    3.17% of the 13F portfolio, value $20,639,204.

    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 173,199 shares
    Change vs previous 13F +841 shares

    3.08% of the 13F portfolio, value $18,928,905.

    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 172,358 shares
    Change vs previous 13F +2,101 shares

    3.12% of the 13F portfolio, value $18,023,486.

    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 170,257 shares
    Change vs previous 13F +4,008 shares

    3.45% of the 13F portfolio, value $19,616,961.

    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 166,249 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $19,444,460.

    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).