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Disclosery

Summa Corp.: IWF position timeline

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

Summa Corp. held 57,588 IWF 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 57,588 shares
    Change vs previous 13F +46,398 shares

    2.24% of the 13F portfolio, value $7,150,702.

    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 11,190 shares
    Change vs previous 13F +164 shares

    1.97% of the 13F portfolio, value $4,771,416.

    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 11,026 shares
    Change vs previous 13F -529 shares

    2.24% of the 13F portfolio, value $5,218,606.

    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 11,555 shares
    Change vs previous 13F -282 shares

    2.38% of the 13F portfolio, value $5,412,478.

    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 11,837 shares
    Change vs previous 13F +11,039 shares

    2.61% of the 13F portfolio, value $5,025,753.

    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 798 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $288,150.

    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 798 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $320,461.

    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).