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Disclosery

SUMMITRY LLC: EXLS position timeline

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

SUMMITRY LLC held 19,466 EXLS 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 19,466 shares
    Change vs previous 13F +420 shares

    0.02% of the 13F portfolio, value $503,391.

    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 19,046 shares
    Change vs previous 13F +64 shares

    0.02% of the 13F portfolio, value $579,951.

    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 18,982 shares
    Change vs previous 13F +3,204 shares

    0.03% of the 13F portfolio, value $805,597.

    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 15,778 shares
    Change vs previous 13F +2,398 shares

    0.03% of the 13F portfolio, value $694,706.

    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 13,380 shares
    Change vs previous 13F +2,986 shares

    0.03% of the 13F portfolio, value $585,911.

    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 10,394 shares
    Change vs previous 13F +1,200 shares

    0.02% of the 13F portfolio, value $490,701.

    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 9,194 shares
    Change vs previous 13F +1,929 shares

    0.02% of the 13F portfolio, value $408,030.

    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 7,265 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $277,160.

    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).