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Disclosery

Summa Corp.: IDV position timeline

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

Summa Corp. held 20,022 IDV 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 20,022 shares
    Change vs previous 13F +11,211 shares

    0.26% of the 13F portfolio, value $829,511.

    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 8,811 shares
    Change vs previous 13F -6,777 shares

    0.16% of the 13F portfolio, value $374,996.

    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 15,588 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $615,102.

    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).