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Disclosery

Summit Asset Management, LLC: OSEA position timeline

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

Summit Asset Management, LLC held 56,929 OSEA 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 56,929 shares
    Change vs previous 13F -198 shares

    0.22% of the 13F portfolio, value $1,738,612.

    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 57,127 shares
    Change vs previous 13F +730 shares

    0.23% of the 13F portfolio, value $1,653,827.

    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 56,397 shares
    Change vs previous 13F +6,343 shares

    0.24% of the 13F portfolio, value $1,706,009.

    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 50,054 shares
    Change vs previous 13F +5,929 shares

    0.23% of the 13F portfolio, value $1,480,097.

    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 44,125 shares
    Change vs previous 13F +775 shares

    0.21% of the 13F portfolio, value $1,291,539.

    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 43,350 shares
    Change vs previous 13F +550 shares

    0.2% of the 13F portfolio, value $1,150,292.

    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 42,800 shares
    Change vs previous 13F +3,858 shares

    0.19% of the 13F portfolio, value $1,106,380.

    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 38,942 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,126,592.

    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).