SUMMITRY LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMITRY LLC on V, newest first. How the timeline and the estimate are built.
SUMMITRY LLC held 435,853 V shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 435,853 sharesChange vs previous 13F +71,332 shares
4.92% of the 13F portfolio, value $149,536,798.
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 364,521 sharesChange vs previous 13F +169,729 shares
3.89% of the 13F portfolio, value $110,172,907.
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 194,792 sharesChange vs previous 13F +5,622 shares
2.85% of the 13F portfolio, value $68,315,555.
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 189,170 sharesChange vs previous 13F +5,800 shares
2.73% of the 13F portfolio, value $64,578,689.
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 183,370 sharesChange vs previous 13F -49,675 shares
2.95% of the 13F portfolio, value $65,105,377.
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 233,045 sharesChange vs previous 13F -86,568 shares
4.13% of the 13F portfolio, value $81,672,932.
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 319,613 sharesChange vs previous 13F +5,232 shares
4.95% of the 13F portfolio, value $101,010,568.
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 314,381 sharesChange vs previous 13F not available
4.13% of the 13F portfolio, value $86,439,141.
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).