Skip to content
Disclosery

SUMMITRY LLC: CRM position timeline

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

SUMMITRY LLC held 222,898 CRM 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 222,898 shares
    Change vs previous 13F -580 shares

    1.15% of the 13F portfolio, value $34,919,237.

    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 223,478 shares
    Change vs previous 13F +8,815 shares

    1.47% of the 13F portfolio, value $41,716,597.

    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 214,663 shares
    Change vs previous 13F +7,843 shares

    2.37% of the 13F portfolio, value $56,866,318.

    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 206,820 shares
    Change vs previous 13F +10,980 shares

    2.07% of the 13F portfolio, value $49,016,279.

    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 195,840 shares
    Change vs previous 13F +6,249 shares

    2.42% of the 13F portfolio, value $53,403,629.

    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 189,591 shares
    Change vs previous 13F +1,333 shares

    2.57% of the 13F portfolio, value $50,878,564.

    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 188,258 shares
    Change vs previous 13F -1,160 shares

    3.08% of the 13F portfolio, value $62,940,307.

    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 189,418 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $51,845,582.

    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).