Skip to content
Disclosery

Summit Asset Management, LLC: TOTL position timeline

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

Summit Asset Management, LLC held 31,992 TOTL 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 31,992 shares
    Change vs previous 13F -9,559 shares

    0.16% of the 13F portfolio, value $1,262,724.

    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 41,551 shares
    Change vs previous 13F -67,275 shares

    0.23% of the 13F portfolio, value $1,650,821.

    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 108,826 shares
    Change vs previous 13F -60,204 shares

    0.62% of the 13F portfolio, value $4,380,247.

    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 169,030 shares
    Change vs previous 13F -614 shares

    1.05% of the 13F portfolio, value $6,857,547.

    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 169,644 shares
    Change vs previous 13F +669 shares

    1.11% of the 13F portfolio, value $6,804,421.

    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 168,975 shares
    Change vs previous 13F +720 shares

    1.18% of the 13F portfolio, value $6,808,003.

    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 168,255 shares
    Change vs previous 13F +111,544 shares

    1.16% of the 13F portfolio, value $6,627,564.

    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 56,711 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,347,835.

    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).