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Disclosery

SUMMITRY LLC: PLUS position timeline

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

SUMMITRY LLC held 3,838 PLUS 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 3,838 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $319,425.

    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 3,777 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $284,192.

    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 3,793 shares
    Change vs previous 13F +579 shares

    0.01% of the 13F portfolio, value $332,682.

    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 3,214 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $228,243.

    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).