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Disclosery

Summa Corp.: SPY position timeline

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

Summa Corp. held 10,966 SPY 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 10,966 shares
    Change vs previous 13F -27 shares

    2.57% of the 13F portfolio, value $8,189,080.

    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 10,993 shares
    Change vs previous 13F +9,333 shares

    2.96% of the 13F portfolio, value $7,149,188.

    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 1,660 shares
    Change vs previous 13F -97 shares

    0.49% of the 13F portfolio, value $1,131,987.

    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 1,757 shares
    Change vs previous 13F -54 shares

    0.51% of the 13F portfolio, value $1,170,478.

    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 1,811 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,118,926.

    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).