Skip to content
Disclosery

Summit Asset Management, LLC: USIG position timeline

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

Summit Asset Management, LLC held 53,281 USIG 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 53,281 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $2,732,782.

    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 53,281 shares
    Change vs previous 13F +16,109 shares

    0.38% of the 13F portfolio, value $2,729,586.

    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 37,172 shares
    Change vs previous 13F -747 shares

    0.27% of the 13F portfolio, value $1,924,394.

    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 37,919 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,980,130.

    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 37,919 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,950,553.

    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 37,919 shares
    Change vs previous 13F -556 shares

    0.34% of the 13F portfolio, value $1,936,903.

    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 38,475 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,934,523.

    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).