Summit Asset Management, LLC: SCHO position timeline

Summit Asset Management, LLC held 0 SCHO shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -10,632 shares

   13F-HR 0001398344-25-020413 filed by Summit Asset Management, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 10,632 shares

   Change vs previous 13F -1,635 shares

   0.04% of the 13F portfolio, value $259,217.

   13F-HR 0001398344-25-014658 filed by Summit Asset Management, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 12,267 shares

   Change vs previous 13F +1,969 shares

   0.05% of the 13F portfolio, value $298,582.

   13F-HR 0001398344-25-008723 filed by Summit Asset Management, LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 10,298 shares

   Change vs previous 13F +1,935 shares

   0.04% of the 13F portfolio, value $247,770.

   13F-HR 0001398344-25-001793 filed by Summit Asset Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 8,363 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $409,620.

   13F-HR 0001398344-24-020030 filed by Summit Asset Management, LLC
   Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).