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Disclosery

SUMMITRY LLC: IBDY position timeline

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

SUMMITRY LLC held 1,042,372 IBDY 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 1,042,372 shares
    Change vs previous 13F +17,177 shares

    0.88% of the 13F portfolio, value $26,835,857.

    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 1,025,195 shares
    Change vs previous 13F +2,557 shares

    0.93% of the 13F portfolio, value $26,501,287.

    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 1,022,638 shares
    Change vs previous 13F +23,683 shares

    1.11% of the 13F portfolio, value $26,731,760.

    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 998,955 shares
    Change vs previous 13F +10,500 shares

    1.11% of the 13F portfolio, value $26,202,593.

    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 988,455 shares
    Change vs previous 13F +32,766 shares

    1.16% of the 13F portfolio, value $25,605,924.

    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 955,689 shares
    Change vs previous 13F +39,918 shares

    1.23% of the 13F portfolio, value $24,427,415.

    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 915,771 shares
    Change vs previous 13F -535,364 shares

    1.13% of the 13F portfolio, value $22,985,841.

    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 1,451,135 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $38,309,974.

    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).