Summit Asset Management, LLC: T position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Asset Management, LLC on T, newest first. How the timeline and the estimate are built.
Summit Asset Management, LLC held 43,377 T shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 43,377 sharesChange vs previous 13F +596 shares
0.12% of the 13F portfolio, value $897,896.
13F-HR 0001398344-26-013632 filed by Summit Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 42,781 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $1,240,210.
13F-HR 0001398344-26-008718 filed by Summit Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 42,781 sharesChange vs previous 13F -2,988 shares
0.15% of the 13F portfolio, value $1,062,671.
13F-HR 0001398344-26-002477 filed by Summit Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 45,769 sharesChange vs previous 13F +11 shares
0.2% of the 13F portfolio, value $1,292,510.
13F-HR 0001398344-25-020413 filed by Summit Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 45,758 sharesChange vs previous 13F +903 shares
0.22% of the 13F portfolio, value $1,324,230.
13F-HR 0001398344-25-014658 filed by Summit Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 44,855 sharesChange vs previous 13F +6,139 shares
0.22% of the 13F portfolio, value $1,268,495.
13F-HR 0001398344-25-008723 filed by Summit Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 38,716 sharesChange vs previous 13F -4,295 shares
0.15% of the 13F portfolio, value $881,553.
13F-HR 0001398344-25-001793 filed by Summit Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 43,011 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $946,250.
13F-HR 0001398344-24-020030 filed by Summit Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).