IMKTA INGLES MKTS INC

Ownership history in SUMMER ROAD LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which SUMMER ROAD LLC reported a position in INGLES MKTS INC (IMKTA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2014 Q4)
Avg. % of fund
0.11%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,500 +700 +38.9% 0.12% $171K $68.39
2025 Q2 UNCHANGED 1,800 0% 0.09% $113K $62.93
2025 Q1 ADDED 1,800 +1,000 +125.0% 0.11% $115K $64.50
2024 Q4 REDUCED 800 -970 -54.8% 0.04% $51K $63.65
2024 Q3 UNCHANGED 1,770 0% 0.10% $132K $73.49
2024 Q2 REDUCED 1,770 -730 -29.2% 0.12% $121K $67.43
2015 Q3 UNCHANGED 2,500 0% 0.12% $171K $41.36
2015 Q2 UNCHANGED 2,500 0% 0.12% $171K $41.16
2015 Q1 UNCHANGED 2,500 0% 0.12% $171K $42.51
2014 Q4 INITIATED 2,500 0.12% $171K $31.73
% of Fund (quarterly)    IMKTA price (monthly, adj. close)
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