Skip to content
Disclosery

Summit Asset Management, LLC: SCHV position timeline

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

Summit Asset Management, LLC held 1,224,848 SCHV 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 1,224,848 shares
    Change vs previous 13F -7,609 shares

    5.46% of the 13F portfolio, value $42,636,949.

    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 1,232,457 shares
    Change vs previous 13F +56,984 shares

    5.23% of the 13F portfolio, value $37,589,925.

    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 1,175,473 shares
    Change vs previous 13F +63,102 shares

    4.92% of the 13F portfolio, value $34,805,750.

    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 1,112,371 shares
    Change vs previous 13F +44,930 shares

    4.98% of the 13F portfolio, value $32,381,119.

    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 1,067,441 shares
    Change vs previous 13F +21,050 shares

    4.81% of the 13F portfolio, value $29,536,105.

    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 1,046,391 shares
    Change vs previous 13F +22,304 shares

    4.81% of the 13F portfolio, value $27,813,061.

    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 1,024,087 shares
    Change vs previous 13F +748,386 shares

    4.69% of the 13F portfolio, value $26,697,957.

    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 275,701 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $22,158,073.

    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).