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Summit Asset Management, LLC: VFLO position timeline

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

Summit Asset Management, LLC held 92,993 VFLO 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 92,993 shares
    Change vs previous 13F +12,142 shares

    0.55% of the 13F portfolio, value $4,254,430.

    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 80,851 shares
    Change vs previous 13F +4,110 shares

    0.44% of the 13F portfolio, value $3,191,997.

    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 76,741 shares
    Change vs previous 13F +13,445 shares

    0.43% of the 13F portfolio, value $3,022,061.

    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 63,296 shares
    Change vs previous 13F +9,486 shares

    0.36% of the 13F portfolio, value $2,373,600.

    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 53,810 shares
    Change vs previous 13F +19,200 shares

    0.31% of the 13F portfolio, value $1,902,184.

    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 34,610 shares
    Change vs previous 13F +2,195 shares

    0.21% of the 13F portfolio, value $1,186,431.

    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 32,415 shares
    Change vs previous 13F +9,985 shares

    0.19% of the 13F portfolio, value $1,105,027.

    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 22,430 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $746,919.

    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).