SUMMITRY LLC: ROAD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMITRY LLC on ROAD, newest first. How the timeline and the estimate are built.
SUMMITRY LLC held 7,553 ROAD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 7,553 sharesChange vs previous 13F +321 shares
0.03% of the 13F portfolio, value $897,070.
13F-HR 0001941040-26-000431 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 7,232 sharesChange vs previous 13F -706 shares
0.03% of the 13F portfolio, value $803,620.
13F-HR/A 0001941040-26-000383 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,938 sharesChange vs previous 13F +1,883 shares
0.04% of the 13F portfolio, value $861,670.
13F-HR 0001941040-26-000079 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,055 sharesChange vs previous 13F -126 shares
0.03% of the 13F portfolio, value $768,985.
13F-HR 0001941040-25-000598 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,181 sharesChange vs previous 13F +236 shares
0.03% of the 13F portfolio, value $656,917.
13F-HR 0001941040-25-000465 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,945 sharesChange vs previous 13F +814 shares
0.02% of the 13F portfolio, value $427,268.
13F-HR 0001085146-25-003029 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,131 sharesChange vs previous 13F -232 shares
0.02% of the 13F portfolio, value $453,889.
13F-HR 0001085146-25-001020 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,363 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $374,338.
13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).