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Disclosery

Summit Asset Management, LLC: MSFT position timeline

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

Summit Asset Management, LLC held 20,206 MSFT 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 20,206 shares
    Change vs previous 13F -62 shares

    0.97% of the 13F portfolio, value $7,537,403.

    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 20,268 shares
    Change vs previous 13F +2,012 shares

    1.04% of the 13F portfolio, value $7,502,501.

    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 18,256 shares
    Change vs previous 13F -198 shares

    1.25% of the 13F portfolio, value $8,828,993.

    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 18,454 shares
    Change vs previous 13F -324 shares

    1.47% of the 13F portfolio, value $9,558,259.

    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 18,778 shares
    Change vs previous 13F +934 shares

    1.52% of the 13F portfolio, value $9,340,423.

    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 17,844 shares
    Change vs previous 13F +978 shares

    1.16% of the 13F portfolio, value $6,698,557.

    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 16,866 shares
    Change vs previous 13F +99 shares

    1.25% of the 13F portfolio, value $7,109,044.

    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 16,767 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $7,214,841.

    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).