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Disclosery

SUMMITRY LLC: HD position timeline

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

SUMMITRY LLC held 83,036 HD 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 83,036 shares
    Change vs previous 13F +79,117 shares

    0.96% of the 13F portfolio, value $29,285,247.

    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 3,919 shares
    Change vs previous 13F +209 shares

    0.05% of the 13F portfolio, value $1,288,986.

    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 3,710 shares
    Change vs previous 13F +1,908 shares

    0.05% of the 13F portfolio, value $1,276,607.

    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 1,802 shares
    Change vs previous 13F +447 shares

    0.03% of the 13F portfolio, value $730,303.

    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 1,355 shares
    Change vs previous 13F +66 shares

    0.02% of the 13F portfolio, value $496,798.

    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 1,289 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $472,408.

    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 1,231 shares
    Change vs previous 13F -123 shares

    0.02% of the 13F portfolio, value $478,847.

    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 1,354 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $548,641.

    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).