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Disclosery

SUMMITRY LLC: RTO position timeline

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

SUMMITRY LLC held 1,423,307 RTO 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 1,423,307 shares
    Change vs previous 13F -42,519 shares

    1.34% of the 13F portfolio, value $40,720,801.

    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 1,465,826 shares
    Change vs previous 13F -10,131 shares

    1.63% of the 13F portfolio, value $46,144,192.

    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 1,475,957 shares
    Change vs previous 13F +25,170 shares

    1.81% of the 13F portfolio, value $43,481,684.

    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 1,450,787 shares
    Change vs previous 13F +303,332 shares

    1.55% of the 13F portfolio, value $36,632,364.

    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 1,147,455 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $27,538,920.

    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).