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Disclosery

SUMMITRY LLC: IBDZ position timeline

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

SUMMITRY LLC held 1,290,108 IBDZ 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 1,290,108 shares
    Change vs previous 13F +24,098 shares

    1.11% of the 13F portfolio, value $33,607,311.

    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 1,266,010 shares
    Change vs previous 13F +3,460 shares

    1.16% of the 13F portfolio, value $32,992,211.

    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 1,262,550 shares
    Change vs previous 13F +28,240 shares

    1.39% of the 13F portfolio, value $33,293,435.

    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 1,234,310 shares
    Change vs previous 13F +13,654 shares

    1.38% of the 13F portfolio, value $32,672,185.

    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 1,220,656 shares
    Change vs previous 13F +42,868 shares

    1.44% of the 13F portfolio, value $31,895,741.

    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 1,177,788 shares
    Change vs previous 13F +57,102 shares

    1.53% of the 13F portfolio, value $30,369,725.

    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 1,120,686 shares
    Change vs previous 13F -309,233 shares

    1.4% of the 13F portfolio, value $28,521,451.

    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 1,429,919 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $38,193,127.

    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).