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Disclosery

Summit Financial, LLC: OHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on OHI, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 33,893 OHI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,893 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $1,616,025.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    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 33,835 shares
    Change vs previous 13F -2,041 shares

    0.02% of the 13F portfolio, value $1,482,628.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    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 35,876 shares
    Change vs previous 13F +3,559 shares

    0.02% of the 13F portfolio, value $1,590,738.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    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 32,317 shares
    Change vs previous 13F -742 shares

    0.02% of the 13F portfolio, value $1,364,424.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    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 33,059 shares
    Change vs previous 13F +1,125 shares

    0.03% of the 13F portfolio, value $1,211,611.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    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 31,934 shares
    Change vs previous 13F -665 shares

    0.03% of the 13F portfolio, value $1,216,051.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    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 32,599 shares
    Change vs previous 13F +1,974 shares

    0.04% of the 13F portfolio, value $1,233,859.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    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 30,625 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,246,435.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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