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Disclosery

SUMMITRY LLC: IBTQ position timeline

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

SUMMITRY LLC held 1,018,921 IBTQ 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 1,018,921 shares
    Change vs previous 13F +20,892 shares

    0.84% of the 13F portfolio, value $25,559,625.

    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 998,029 shares
    Change vs previous 13F +5,746 shares

    0.89% of the 13F portfolio, value $25,253,726.

    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 992,283 shares
    Change vs previous 13F +31,689 shares

    1.05% of the 13F portfolio, value $25,283,371.

    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 960,594 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $24,524,062.

    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).