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Disclosery

Summa Corp.: OPRT position timeline

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

Summa Corp. held 293,266 OPRT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 293,266 shares
    Change vs previous 13F -103,500 shares

    0.53% of the 13F portfolio, value $1,674,549.

    13F-HR 0001214659-26-009701 filed by Summa Corp.
    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 396,766 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $1,829,091.

    13F-HR 0001214659-26-005326 filed by Summa Corp.
    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 396,766 shares
    Change vs previous 13F -53,200 shares

    0.9% of the 13F portfolio, value $2,099,241.

    13F-HR 0001214659-26-000679 filed by Summa Corp.
    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 449,966 shares
    Change vs previous 13F -115,372 shares

    1.22% of the 13F portfolio, value $2,776,290.

    13F-HR 0001214659-25-015365 filed by Summa Corp.
    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 565,338 shares
    Change vs previous 13F +3,000 shares

    2.1% of the 13F portfolio, value $4,047,820.

    13F-HR 0001214659-25-010906 filed by Summa Corp.
    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 562,338 shares
    Change vs previous 13F -1,470 shares

    1.79% of the 13F portfolio, value $3,087,236.

    13F-HR 0001214659-25-006133 filed by Summa Corp.
    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 563,808 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $2,187,575.

    13F-HR 0001214659-25-001191 filed by Summa Corp.
    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 563,808 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,584,300.

    13F-HR 0001214659-24-017623 filed by Summa Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).