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Disclosery

SUMMITRY LLC: CNC position timeline

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

SUMMITRY LLC held 18,412 CNC 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 18,412 shares
    Change vs previous 13F -5,513 shares

    0.04% of the 13F portfolio, value $1,181,867.

    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 23,925 shares
    Change vs previous 13F +253 shares

    0.03% of the 13F portfolio, value $783,305.

    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 23,672 shares
    Change vs previous 13F +3,848 shares

    0.04% of the 13F portfolio, value $974,103.

    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 19,824 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $707,321.

    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).