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Disclosery

SUMMITRY LLC: STIP position timeline

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

SUMMITRY LLC held 268,602 STIP 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 268,602 shares
    Change vs previous 13F -66,484 shares

    0.9% of the 13F portfolio, value $27,440,381.

    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 335,086 shares
    Change vs previous 13F -12,676 shares

    1.22% of the 13F portfolio, value $34,657,945.

    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 347,762 shares
    Change vs previous 13F -2,844 shares

    1.48% of the 13F portfolio, value $35,607,352.

    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 350,606 shares
    Change vs previous 13F -4,076 shares

    1.53% of the 13F portfolio, value $36,238,637.

    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 354,682 shares
    Change vs previous 13F -16,388 shares

    1.65% of the 13F portfolio, value $36,500,325.

    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 371,070 shares
    Change vs previous 13F -4,067 shares

    1.94% of the 13F portfolio, value $38,394,613.

    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 375,137 shares
    Change vs previous 13F -3,569 shares

    1.85% of the 13F portfolio, value $37,738,783.

    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 378,706 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $38,370,492.

    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).