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Disclosery

SUMMITRY LLC: IBTP position timeline

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

SUMMITRY LLC held 878,535 IBTP 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 878,535 shares
    Change vs previous 13F +15,130 shares

    0.73% of the 13F portfolio, value $22,301,514.

    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 863,405 shares
    Change vs previous 13F +4,086 shares

    0.78% of the 13F portfolio, value $22,129,081.

    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 859,319 shares
    Change vs previous 13F +26,352 shares

    0.92% of the 13F portfolio, value $22,178,602.

    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 832,967 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $21,582,175.

    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).