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Disclosery

Summit Financial, LLC: ORI position timeline

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

Summit Financial, LLC held 34,450 ORI 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 34,450 shares
    Change vs previous 13F -496 shares

    0.02% of the 13F portfolio, value $1,409,697.

    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 34,946 shares
    Change vs previous 13F +11,315 shares

    0.02% of the 13F portfolio, value $1,394,341.

    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 23,631 shares
    Change vs previous 13F -1,240 shares

    0.02% of the 13F portfolio, value $1,078,519.

    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 24,871 shares
    Change vs previous 13F -761 shares

    0.02% of the 13F portfolio, value $1,056,271.

    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 25,632 shares
    Change vs previous 13F +205 shares

    0.02% of the 13F portfolio, value $985,294.

    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 25,427 shares
    Change vs previous 13F +19,410 shares

    0.03% of the 13F portfolio, value $997,247.

    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 6,017 shares
    Change vs previous 13F +347 shares

    0.01% of the 13F portfolio, value $217,755.

    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 5,670 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,831.

    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).