SUMMITRY LLC: CAG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMITRY LLC on CAG, newest first. How the timeline and the estimate are built.
SUMMITRY LLC held 12,720 CAG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 12,720 sharesChange vs previous 13F -33,580 shares
0.01% of the 13F portfolio, value $171,212.
13F-HR 0001941040-26-000431 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 46,300 sharesChange vs previous 13F +23,665 shares
0.03% of the 13F portfolio, value $727,836.
13F-HR/A 0001941040-26-000383 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,635 sharesChange vs previous 13F +4,492 shares
0.02% of the 13F portfolio, value $391,812.
13F-HR 0001941040-26-000079 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,143 sharesChange vs previous 13F +2,767 shares
0.01% of the 13F portfolio, value $332,199.
13F-HR 0001941040-25-000598 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,376 sharesChange vs previous 13F +6,027 shares
0.01% of the 13F portfolio, value $314,747.
13F-HR 0001941040-25-000465 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,349 sharesChange vs previous 13F -4,915 shares
0.01% of the 13F portfolio, value $249,338.
13F-HR 0001085146-25-003029 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,264 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $395,826.
13F-HR 0001085146-25-001020 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).