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Disclosery

SUMMITRY LLC: IBTG position timeline

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

SUMMITRY LLC held 1,554,803 IBTG 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 1,554,803 shares
    Change vs previous 13F +25,135 shares

    1.17% of the 13F portfolio, value $35,589,445.

    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 1,529,668 shares
    Change vs previous 13F +6,953 shares

    1.24% of the 13F portfolio, value $35,052,345.

    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 1,522,715 shares
    Change vs previous 13F +44,531 shares

    1.45% of the 13F portfolio, value $34,832,107.

    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 1,478,184 shares
    Change vs previous 13F +22,634 shares

    1.43% of the 13F portfolio, value $33,924,328.

    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 1,455,550 shares
    Change vs previous 13F +56,132 shares

    1.51% of the 13F portfolio, value $33,375,770.

    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 1,399,418 shares
    Change vs previous 13F +554,060 shares

    1.62% of the 13F portfolio, value $32,102,655.

    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 845,358 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $19,282,624.

    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).