SUMMER ROAD LLC IAG IAMGOLD CORP

Ownership history in SUMMER ROAD LLC  ·  12 quarters on record

AI Ownership Summary

SUMMER ROAD LLC reported IAMGOLD CORP (IAG) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows IAG at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IAG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUMMER ROAD LLC's position in IAMGOLD CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IAG was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SUMMER ROAD LLC held IAG — position size vs. price
% of Fund (quarterly)    IAG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,200 0% 0.02% $23K 2026-04-23 $17.11
2025 Q4 UNCHANGED 1,200 0% 0.01% $20K 2026-02-11 $22.49
2025 Q3 UNCHANGED 1,200 0% 0.01% $16K 2025-11-07 $12.68
2025 Q2 UNCHANGED 1,200 0% 0.01% $7K 2025-08-14 $8.00
2025 Q1 UNCHANGED 1,200 0% 0.01% $7K 2025-05-13 $6.33
2024 Q4 UNCHANGED 1,200 0% 0.01% $7K 2025-02-11 $6.38
2024 Q3 UNCHANGED 1,200 0% 0.00% $6K 2024-11-14 $4.98
2024 Q2 UNCHANGED 1,200 0% 0.00% $4K 2024-08-14 $4.87
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SUMMER ROAD LLC and IAG

These are the practical questions this page is built to answer before you even open the full history table.

How long has SUMMER ROAD LLC reported owning IAG?

SUMMER ROAD LLC reported IAG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported IAG position in SUMMER ROAD LLC's portfolio?

The largest reported portfolio weight for IAG was 0.02% in 2026 Q1.

What is the latest reported IAG position on this page?

The most recent filing on this page is 2026 Q1, when SUMMER ROAD LLC reported 1,200 shares, equal to 0.02% of portfolio, with an estimated market value of $23K.

What does the chart on this IAG ownership page compare?

The chart compares SUMMER ROAD LLC's quarterly IAG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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