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Disclosery

Summit Asset Management, LLC: SCHM position timeline

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

Summit Asset Management, LLC held 1,259,073 SCHM 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 1,259,073 shares
    Change vs previous 13F -9,738 shares

    5.95% of the 13F portfolio, value $46,422,029.

    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 1,268,811 shares
    Change vs previous 13F +8,217 shares

    5.46% of the 13F portfolio, value $39,282,377.

    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 1,260,594 shares
    Change vs previous 13F +20,765 shares

    5.36% of the 13F portfolio, value $37,906,074.

    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 1,239,829 shares
    Change vs previous 13F -4,978 shares

    5.65% of the 13F portfolio, value $36,748,522.

    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 1,244,807 shares
    Change vs previous 13F +2,619 shares

    5.69% of the 13F portfolio, value $34,916,844.

    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 1,242,188 shares
    Change vs previous 13F +12,346 shares

    5.63% of the 13F portfolio, value $32,545,327.

    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 1,229,842 shares
    Change vs previous 13F +832,632 shares

    5.99% of the 13F portfolio, value $34,078,914.

    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 397,210 shares
    Change vs previous 13F not available

    6.2% of the 13F portfolio, value $33,004,190.

    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).