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Disclosery

SUMMITRY LLC: IBDU position timeline

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

SUMMITRY LLC held 2,022,397 IBDU 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 2,022,397 shares
    Change vs previous 13F +116,894 shares

    1.54% of the 13F portfolio, value $46,838,713.

    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 1,905,503 shares
    Change vs previous 13F +68,495 shares

    1.56% of the 13F portfolio, value $44,321,996.

    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 1,837,008 shares
    Change vs previous 13F +56,082 shares

    1.79% of the 13F portfolio, value $42,995,161.

    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 1,780,926 shares
    Change vs previous 13F +43,293 shares

    1.77% of the 13F portfolio, value $41,798,335.

    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 1,737,633 shares
    Change vs previous 13F +223,680 shares

    1.84% of the 13F portfolio, value $40,538,970.

    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 1,513,953 shares
    Change vs previous 13F +79,504 shares

    1.77% of the 13F portfolio, value $35,017,738.

    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 1,434,449 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $32,705,436.

    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).