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Disclosery

Summit Asset Management, LLC: SCHA position timeline

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

Summit Asset Management, LLC held 36,382 SCHA 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 36,382 shares
    Change vs previous 13F -759 shares

    0.17% of the 13F portfolio, value $1,314,482.

    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 37,141 shares
    Change vs previous 13F -574 shares

    0.15% of the 13F portfolio, value $1,080,060.

    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 37,715 shares
    Change vs previous 13F -2,356 shares

    0.15% of the 13F portfolio, value $1,074,123.

    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 40,071 shares
    Change vs previous 13F -48 shares

    0.17% of the 13F portfolio, value $1,117,981.

    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 40,119 shares
    Change vs previous 13F +681 shares

    0.17% of the 13F portfolio, value $1,015,011.

    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 39,438 shares
    Change vs previous 13F -6,062 shares

    0.16% of the 13F portfolio, value $924,032.

    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 45,500 shares
    Change vs previous 13F +22,344 shares

    0.21% of the 13F portfolio, value $1,176,630.

    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 23,156 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,192,534.

    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).