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Disclosery

Summit Asset Management, LLC: SEIX position timeline

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

Summit Asset Management, LLC held 34,649 SEIX 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 34,649 shares
    Change vs previous 13F -5,180 shares

    0.1% of the 13F portfolio, value $801,431.

    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 39,829 shares
    Change vs previous 13F -1,798 shares

    0.13% of the 13F portfolio, value $918,473.

    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 41,627 shares
    Change vs previous 13F +22,376 shares

    0.14% of the 13F portfolio, value $971,782.

    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 19,251 shares
    Change vs previous 13F -1,295 shares

    0.07% of the 13F portfolio, value $454,131.

    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 20,546 shares
    Change vs previous 13F -5,563 shares

    0.08% of the 13F portfolio, value $484,064.

    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 26,109 shares
    Change vs previous 13F -386 shares

    0.11% of the 13F portfolio, value $616,433.

    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 26,495 shares
    Change vs previous 13F +9,378 shares

    0.11% of the 13F portfolio, value $634,025.

    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 17,117 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $407,385.

    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).