Skip to content
Disclosery

SUMMITRY LLC: WFC position timeline

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

SUMMITRY LLC held 873,433 WFC 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 873,433 shares
    Change vs previous 13F -10,650 shares

    2.37% of the 13F portfolio, value $72,180,521.

    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 884,083 shares
    Change vs previous 13F -22,548 shares

    2.48% of the 13F portfolio, value $70,381,849.

    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 906,631 shares
    Change vs previous 13F -410 shares

    3.52% of the 13F portfolio, value $84,498,005.

    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 907,041 shares
    Change vs previous 13F +5,752 shares

    3.21% of the 13F portfolio, value $76,028,167.

    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 901,289 shares
    Change vs previous 13F +7,227 shares

    3.27% of the 13F portfolio, value $72,211,240.

    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 894,062 shares
    Change vs previous 13F -19,916 shares

    3.24% of the 13F portfolio, value $64,184,746.

    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 913,978 shares
    Change vs previous 13F -12,874 shares

    3.15% of the 13F portfolio, value $64,197,792.

    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 926,852 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $52,357,894.

    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).