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Disclosery

SUMMITRY LLC: USB position timeline

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

SUMMITRY LLC held 150,880 USB 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 150,880 shares
    Change vs previous 13F +5,401 shares

    0.3% of the 13F portfolio, value $9,113,167.

    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 145,479 shares
    Change vs previous 13F +34,131 shares

    0.27% of the 13F portfolio, value $7,566,374.

    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 ended2024-09-30
    13F 111,348 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,091,945.

    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).