Position in FDS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$305,316
+$77,043 QoQ
Shares Held
1,327
+26.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#471
of 762 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SUMMITRY LLC holds $36,715,847 across 3 Financial Data & Stock Exchanges names. FDS ranks #2 (0.8% of the industry book) .
All Filings in FDS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,316 | 1,327 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $228,273 | 1,052 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||