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Disclosery

SUMMITRY LLC: BLK position timeline

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

SUMMITRY LLC held 23,546 BLK 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 23,546 shares
    Change vs previous 13F +841 shares

    0.74% of the 13F portfolio, value $22,641,306.

    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 22,705 shares
    Change vs previous 13F +22,095 shares

    0.77% of the 13F portfolio, value $21,836,040.

    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 610 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $652,923.

    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 606 shares
    Change vs previous 13F +65 shares

    0.03% of the 13F portfolio, value $706,534.

    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 541 shares
    Change vs previous 13F +14 shares

    0.03% of the 13F portfolio, value $567,274.

    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 527 shares
    Change vs previous 13F +62 shares

    0.03% of the 13F portfolio, value $498,461.

    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 465 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $476,315.

    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).