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Disclosery

SUMMITRY LLC: HLN position timeline

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

SUMMITRY LLC held 54,132 HLN 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 54,132 shares
    Change vs previous 13F +1,181 shares

    0.02% of the 13F portfolio, value $505,050.

    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 52,951 shares
    Change vs previous 13F +2,136 shares

    0.02% of the 13F portfolio, value $530,037.

    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 50,815 shares
    Change vs previous 13F +6,345 shares

    0.02% of the 13F portfolio, value $513,737.

    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 44,470 shares
    Change vs previous 13F -11,286 shares

    0.02% of the 13F portfolio, value $398,894.

    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 55,756 shares
    Change vs previous 13F +10,964 shares

    0.03% of the 13F portfolio, value $578,191.

    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 44,792 shares
    Change vs previous 13F +3,005 shares

    0.02% of the 13F portfolio, value $460,907.

    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 41,787 shares
    Change vs previous 13F +7,795 shares

    0.02% of the 13F portfolio, value $398,646.

    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 33,992 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $359,633.

    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).