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Disclosery

Summa Corp.: DBEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summa Corp. on DBEF, newest first. How the timeline and the estimate are built.

Summa Corp. held 85,816 DBEF 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 85,816 shares
    Change vs previous 13F +7,338 shares

    1.47% of the 13F portfolio, value $4,688,128.

    13F-HR 0001214659-26-009701 filed by Summa Corp.
    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 78,478 shares
    Change vs previous 13F +32,850 shares

    1.6% of the 13F portfolio, value $3,876,813.

    13F-HR 0001214659-26-005326 filed by Summa Corp.
    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 45,628 shares
    Change vs previous 13F -1,410 shares

    0.94% of the 13F portfolio, value $2,195,163.

    13F-HR 0001214659-26-000679 filed by Summa Corp.
    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 47,038 shares
    Change vs previous 13F -1,244 shares

    0.96% of the 13F portfolio, value $2,183,504.

    13F-HR 0001214659-25-015365 filed by Summa Corp.
    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 48,282 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,112,338.

    13F-HR 0001214659-25-010906 filed by Summa Corp.
    Filed (acceptance time not in the bulk data set), ingested

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