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Disclosery

SUMMITRY LLC: MA position timeline

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

SUMMITRY LLC held 217,969 MA 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 217,969 shares
    Change vs previous 13F +67,834 shares

    3.68% of the 13F portfolio, value $111,949,127.

    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 150,135 shares
    Change vs previous 13F +710 shares

    2.65% of the 13F portfolio, value $75,016,409.

    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 149,425 shares
    Change vs previous 13F +2,305 shares

    3.55% of the 13F portfolio, value $85,303,834.

    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 147,120 shares
    Change vs previous 13F +1,885 shares

    3.54% of the 13F portfolio, value $83,683,285.

    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 145,235 shares
    Change vs previous 13F +1,111 shares

    3.7% of the 13F portfolio, value $81,613,233.

    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 144,124 shares
    Change vs previous 13F -84 shares

    3.99% of the 13F portfolio, value $78,997,105.

    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 144,208 shares
    Change vs previous 13F +1,132 shares

    3.72% of the 13F portfolio, value $75,935,694.

    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 143,076 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $70,651,160.

    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).