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Disclosery

SUMMITRY LLC: IBGA position timeline

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

SUMMITRY LLC held 1,883,848 IBGA 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 1,883,848 shares
    Change vs previous 13F +48,793 shares

    1.51% of the 13F portfolio, value $46,038,231.

    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 1,835,055 shares
    Change vs previous 13F +13,253 shares

    1.59% of the 13F portfolio, value $45,050,609.

    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 1,821,802 shares
    Change vs previous 13F +57,745 shares

    1.88% of the 13F portfolio, value $45,017,271.

    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 1,764,057 shares
    Change vs previous 13F +49,306 shares

    1.87% of the 13F portfolio, value $44,264,413.

    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 1,714,751 shares
    Change vs previous 13F +313,056 shares

    1.93% of the 13F portfolio, value $42,520,163.

    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 1,401,695 shares
    Change vs previous 13F +326,936 shares

    1.79% of the 13F portfolio, value $35,494,832.

    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 1,074,759 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $26,174,906.

    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).