Skip to content
Disclosery

Summa Corp.: IWO position timeline

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

Summa Corp. held 1,585 IWO 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 1,585 shares
    Change vs previous 13F +342 shares

    0.2% of the 13F portfolio, value $624,427.

    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 1,243 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $390,066.

    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 1,243 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $401,501.

    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 1,243 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $397,810.

    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 1,243 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $355,324.

    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).