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Disclosery

Summa Corp.: IWD position timeline

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

Summa Corp. held 18,766 IWD 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 18,766 shares
    Change vs previous 13F +5,387 shares

    1.43% of the 13F portfolio, value $4,549,441.

    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 13,379 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $2,858,691.

    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 13,379 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $2,814,139.

    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 13,379 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $2,723,831.

    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 13,379 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,598,603.

    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).