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Disclosery

Summit Asset Management, LLC: IMCG position timeline

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

Summit Asset Management, LLC held 56,256 IMCG 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 56,256 shares
    Change vs previous 13F -1,121 shares

    0.71% of the 13F portfolio, value $5,529,965.

    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 57,377 shares
    Change vs previous 13F -419 shares

    0.63% of the 13F portfolio, value $4,519,586.

    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 57,796 shares
    Change vs previous 13F -979 shares

    0.65% of the 13F portfolio, value $4,614,433.

    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 58,775 shares
    Change vs previous 13F -214 shares

    0.75% of the 13F portfolio, value $4,862,456.

    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 58,989 shares
    Change vs previous 13F -276 shares

    0.77% of the 13F portfolio, value $4,732,687.

    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 59,265 shares
    Change vs previous 13F -97 shares

    0.73% of the 13F portfolio, value $4,233,299.

    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 59,362 shares
    Change vs previous 13F -340 shares

    0.79% of the 13F portfolio, value $4,483,612.

    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 59,702 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $4,356,455.

    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).