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Disclosery

SUMMITRY LLC: PEP position timeline

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

SUMMITRY LLC held 161,115 PEP 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 161,115 shares
    Change vs previous 13F +4,320 shares

    0.72% of the 13F portfolio, value $21,814,972.

    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 156,795 shares
    Change vs previous 13F +152,524 shares

    0.86% of the 13F portfolio, value $24,348,696.

    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 4,271 shares
    Change vs previous 13F +127 shares

    0.03% of the 13F portfolio, value $612,974.

    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 4,144 shares
    Change vs previous 13F +534 shares

    0.02% of the 13F portfolio, value $581,984.

    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 3,610 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $476,665.

    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 3,574 shares
    Change vs previous 13F -164 shares

    0.03% of the 13F portfolio, value $535,886.

    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 3,738 shares
    Change vs previous 13F -4 shares

    0.03% of the 13F portfolio, value $568,401.

    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 3,742 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $636,328.

    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).