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Disclosery

Summit Asset Management, LLC: IVV position timeline

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

Summit Asset Management, LLC held 31,893 IVV 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 31,893 shares
    Change vs previous 13F 0 shares

    3.06% of the 13F portfolio, value $23,884,349.

    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 31,893 shares
    Change vs previous 13F +9 shares

    2.9% of the 13F portfolio, value $20,832,827.

    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 31,884 shares
    Change vs previous 13F +387 shares

    3.09% of the 13F portfolio, value $21,838,627.

    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 31,497 shares
    Change vs previous 13F +544 shares

    3.24% of the 13F portfolio, value $21,080,942.

    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 30,953 shares
    Change vs previous 13F +880 shares

    3.13% of the 13F portfolio, value $19,218,718.

    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 30,073 shares
    Change vs previous 13F +21 shares

    2.92% of the 13F portfolio, value $16,898,019.

    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 30,052 shares
    Change vs previous 13F +5,274 shares

    3.11% of the 13F portfolio, value $17,691,011.

    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 24,778 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $14,292,446.

    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).