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Disclosery

Summa Corp.: IEF position timeline

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

Summa Corp. held 13,827 IEF 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 13,827 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,307,619.

    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 13,827 shares
    Change vs previous 13F -85 shares

    0.55% of the 13F portfolio, value $1,319,649.

    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 13,912 shares
    Change vs previous 13F +2,061 shares

    0.57% of the 13F portfolio, value $1,337,778.

    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 11,851 shares
    Change vs previous 13F +5,351 shares

    0.5% of the 13F portfolio, value $1,143,147.

    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 6,500 shares
    Change vs previous 13F -430 shares

    0.32% of the 13F portfolio, value $622,505.

    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).

  6. period ended2025-03-31
    13F 6,930 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $660,914.

    13F-HR 0001214659-25-006133 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).

  7. period ended2024-12-31
    13F 6,930 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $640,679.

    13F-HR 0001214659-25-001191 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).

  8. period ended2024-09-30
    13F 6,930 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $679,972.

    13F-HR 0001214659-24-017623 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).