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Disclosery

SUMMITRY LLC: A position timeline

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

SUMMITRY LLC held 666,332 A shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 666,332 shares
    Change vs previous 13F -7,622 shares

    2.91% of the 13F portfolio, value $88,508,881.

    13F-HR 0001941040-26-000431 filed by SUMMITRY LLC
    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/A 673,954 shares
    Change vs previous 13F +50,441 shares

    2.71% of the 13F portfolio, value $76,817,314.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY LLC
    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 623,513 shares
    Change vs previous 13F +45 shares

    3.54% of the 13F portfolio, value $84,841,452.

    13F-HR 0001941040-26-000079 filed by SUMMITRY LLC
    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 623,468 shares
    Change vs previous 13F +15,629 shares

    3.38% of the 13F portfolio, value $80,022,202.

    13F-HR 0001941040-25-000598 filed by SUMMITRY LLC
    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 607,839 shares
    Change vs previous 13F +16,097 shares

    3.25% of the 13F portfolio, value $71,731,030.

    13F-HR 0001941040-25-000465 filed by SUMMITRY LLC
    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 591,742 shares
    Change vs previous 13F +113,719 shares

    3.5% of the 13F portfolio, value $69,221,928.

    13F-HR 0001085146-25-003029 filed by SUMMITRY LLC
    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 478,023 shares
    Change vs previous 13F +14,854 shares

    3.15% of the 13F portfolio, value $64,217,608.

    13F-HR 0001085146-25-001020 filed by SUMMITRY LLC
    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 463,169 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $68,771,378.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).