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Disclosery

SUMMITRY LLC: IVV position timeline

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

SUMMITRY LLC held 1,037 IVV 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 1,037 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $776,579.

    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 1,037 shares
    Change vs previous 13F -451 shares

    0.02% of the 13F portfolio, value $677,158.

    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 1,488 shares
    Change vs previous 13F -415 shares

    0.04% of the 13F portfolio, value $1,018,923.

    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 1,903 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $1,273,834.

    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 1,902 shares
    Change vs previous 13F +418 shares

    0.05% of the 13F portfolio, value $1,180,996.

    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 1,484 shares
    Change vs previous 13F -143 shares

    0.04% of the 13F portfolio, value $833,784.

    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 1,627 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $957,592.

    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 1,625 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $937,495.

    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).