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Disclosery

Lummis Asset Management, LP: IP position timeline

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

Lummis Asset Management, LP held 1,000 IP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,000 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $43,150.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    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 1,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $30,420.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    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 1,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $39,390.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    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 1,000 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $46,400.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    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 1,000 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $47,550.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).