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Disclosery

SUMMITRY LLC: IBDW position timeline

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

SUMMITRY LLC held 1,659,714 IBDW 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 1,659,714 shares
    Change vs previous 13F +55,092 shares

    1.14% of the 13F portfolio, value $34,588,448.

    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 1,604,622 shares
    Change vs previous 13F +55,465 shares

    1.18% of the 13F portfolio, value $33,584,731.

    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 1,549,157 shares
    Change vs previous 13F +35,625 shares

    1.37% of the 13F portfolio, value $32,764,666.

    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 1,513,532 shares
    Change vs previous 13F +17,984 shares

    1.36% of the 13F portfolio, value $32,117,153.

    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 1,495,548 shares
    Change vs previous 13F +54,200 shares

    1.42% of the 13F portfolio, value $31,466,328.

    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 1,441,348 shares
    Change vs previous 13F +71,619 shares

    1.51% of the 13F portfolio, value $29,907,973.

    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 1,369,729 shares
    Change vs previous 13F +751,954 shares

    1.37% of the 13F portfolio, value $27,873,976.

    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 617,775 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $13,109,195.

    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).