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Disclosery

SUMMITRY LLC: BAM position timeline

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

SUMMITRY LLC held 181,848 BAM 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 181,848 shares
    Change vs previous 13F +14,467 shares

    0.27% of the 13F portfolio, value $8,155,879.

    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 167,381 shares
    Change vs previous 13F +5,291 shares

    0.26% of the 13F portfolio, value $7,440,072.

    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 162,090 shares
    Change vs previous 13F +9,709 shares

    0.35% of the 13F portfolio, value $8,491,879.

    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 152,381 shares
    Change vs previous 13F +7,803 shares

    0.37% of the 13F portfolio, value $8,676,593.

    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 144,578 shares
    Change vs previous 13F +9,724 shares

    0.36% of the 13F portfolio, value $7,992,290.

    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 134,854 shares
    Change vs previous 13F +7,832 shares

    0.33% of the 13F portfolio, value $6,533,668.

    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 127,022 shares
    Change vs previous 13F +1,961 shares

    0.34% of the 13F portfolio, value $6,883,323.

    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 125,061 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,914,135.

    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).