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SUMMITRY LLC: FISV position timeline

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

SUMMITRY LLC held 947,856 FISV 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 947,856 shares
    Change vs previous 13F -2,060 shares

    1.53% of the 13F portfolio, value $46,499,712.

    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 949,916 shares
    Change vs previous 13F +173,715 shares

    1.87% of the 13F portfolio, value $53,005,313.

    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 776,201 shares
    Change vs previous 13F -92,347 shares

    2.17% of the 13F portfolio, value $52,137,422.

    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 868,548 shares
    Change vs previous 13F +329,219 shares

    4.73% of the 13F portfolio, value $111,981,855.

    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 539,329 shares
    Change vs previous 13F +47,651 shares

    4.21% of the 13F portfolio, value $92,985,661.

    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 491,678 shares
    Change vs previous 13F -27,485 shares

    5.49% of the 13F portfolio, value $108,577,186.

    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 519,163 shares
    Change vs previous 13F -108,864 shares

    5.22% of the 13F portfolio, value $106,646,402.

    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 628,027 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $112,824,996.

    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).