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Disclosery

SUMMITRY LLC: IBDT position timeline

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

SUMMITRY LLC held 1,507,612 IBDT 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 1,507,612 shares
    Change vs previous 13F +54,250 shares

    1.25% of the 13F portfolio, value $38,067,199.

    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 1,453,362 shares
    Change vs previous 13F +61,678 shares

    1.3% of the 13F portfolio, value $36,813,652.

    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 1,391,684 shares
    Change vs previous 13F +38,688 shares

    1.48% of the 13F portfolio, value $35,425,323.

    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 1,352,996 shares
    Change vs previous 13F +17,944 shares

    1.46% of the 13F portfolio, value $34,528,465.

    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 1,335,052 shares
    Change vs previous 13F +60,228 shares

    1.54% of the 13F portfolio, value $33,937,011.

    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 1,274,824 shares
    Change vs previous 13F +66,465 shares

    1.63% of the 13F portfolio, value $32,202,067.

    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 1,208,359 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $30,088,136.

    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).