SUMMIT SECURITIES GROUP LLC IREN — IRIS ENERGY LTD

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  7 quarters on record

AI Ownership Summary

SUMMIT SECURITIES GROUP LLC reported IRIS ENERGY LTD (IREN) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.22% in 2026 Q1. The latest visible filing shows IREN at 0.12% 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.

What this IREN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUMMIT SECURITIES GROUP LLC's position in IRIS ENERGY LTD, 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

IREN was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% 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 Q3 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.

IREN stock page SUMMIT SECURITIES GROUP LLC fund profile SUMMIT SECURITIES GROUP LLC full holdings
How SUMMIT SECURITIES GROUP LLC held IREN — position size vs. price
% of Fund (quarterly)    IREN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 27,775 -24,725 -47.1% 0.12% $952K 2026-04-30 $45.51
2026 Q1 ADDED — — — 52,500 +17,500 +50.0% 0.22% $1.8M 2026-04-30 $45.51
2026 Q1 ADDED — — — 35,000 +23,500 +204.3% 0.15% $1.2M 2026-04-30 $45.51
2025 Q4 REDUCED 34.9% -9.2% ✅ 11,500 -6,174 -34.9% 0.06% $434K 2026-02-17 $40.97
2025 Q1 ADDED — — — 17,674 +13,857 +363.0% 0.02% $108K 2025-05-13 $8.12
2024 Q4 REDUCED 94.9% -38.0% ✅ 3,817 -71,183 -94.9% 0.01% $37K 2025-02-12 $13.01
2024 Q3 INITIATED — — — 75,000 — — 0.17% $633K 2024-11-07 $11.21

🏢 Other funds also holding IREN

As of 2026 Q1 — sorted by position size

Arlington Capital Management, Inc. 3Y 7Y 1.94% AVAII WEALTH MANAGEMENT, LLC 3Y 1.71% Maridea Wealth Management LLC 1.44% Rakuten Securities, Inc. 1.18% Sippican Capital Advisors 3Y 7Y 1.15% Nicholas Wealth, LLC. 1.0% Ring Mountain Capital, LLC 0.53% Secure Asset Management, LLC 3Y 0.4% SLT Holdings LLC 0.36% United Advisor Group, LLC 0.34%

FAQ About SUMMIT SECURITIES GROUP LLC and IREN

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

How long has SUMMIT SECURITIES GROUP LLC reported owning IREN?

SUMMIT SECURITIES GROUP LLC reported IREN across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IREN position in SUMMIT SECURITIES GROUP LLC's portfolio?

The largest reported portfolio weight for IREN was 0.22% in 2026 Q1.

What is the latest reported IREN position on this page?

The most recent filing on this page is 2026 Q1, when SUMMIT SECURITIES GROUP LLC reported 27,775 shares, equal to 0.12% of portfolio, with an estimated market value of $952K.

What does the chart on this IREN ownership page compare?

The chart compares SUMMIT SECURITIES GROUP LLC's quarterly IREN 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.

How well did SUMMIT SECURITIES GROUP LLC time their IREN position?

Based on 13F filing dates vs. subsequent IREN price moves, SUMMIT SECURITIES GROUP LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on IREN relative to SPY over the holding period was -31.0%.

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