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Disclosery

SUMMITRY LLC: META position timeline

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

SUMMITRY LLC held 106,458 META 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 106,458 shares
    Change vs previous 13F +14,658 shares

    1.97% of the 13F portfolio, value $59,966,616.

    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 91,800 shares
    Change vs previous 13F +882 shares

    1.85% of the 13F portfolio, value $52,521,711.

    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 90,918 shares
    Change vs previous 13F +9,632 shares

    2.5% of the 13F portfolio, value $60,014,301.

    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 81,286 shares
    Change vs previous 13F -57,362 shares

    2.52% of the 13F portfolio, value $59,695,010.

    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 138,648 shares
    Change vs previous 13F -2,240 shares

    4.63% of the 13F portfolio, value $102,335,035.

    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 140,888 shares
    Change vs previous 13F -4,202 shares

    4.1% of the 13F portfolio, value $81,202,377.

    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 145,090 shares
    Change vs previous 13F -2,425 shares

    4.16% of the 13F portfolio, value $84,951,837.

    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 147,515 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $84,443,726.

    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).