Summit Place Financial Advisors, LLC: OHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Place Financial Advisors, LLC on OHI, newest first. How the timeline and the estimate are built.
Summit Place Financial Advisors, LLC held 15,466 OHI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 15,466 sharesChange vs previous 13F -1,394 shares
0.32% of the 13F portfolio, value $737,419.
13F-HR 0001801413-26-000003 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,860 sharesChange vs previous 13F -1,275 shares
0.35% of the 13F portfolio, value $738,805.
13F-HR 0001801413-26-000002 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,135 sharesChange vs previous 13F -7,296 shares
0.39% of the 13F portfolio, value $804,106.
13F-HR 0001801413-26-000001 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,431 sharesChange vs previous 13F -699 shares
0.51% of the 13F portfolio, value $1,073,716.
13F-HR 0001801413-25-000009 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,130 sharesChange vs previous 13F -1,563 shares
0.48% of the 13F portfolio, value $957,664.
13F-HR 0001729428-25-000009 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,693 sharesChange vs previous 13F -9,969 shares
0.6% of the 13F portfolio, value $1,054,563.
13F-HR 0001801413-25-000002 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 37,662 sharesChange vs previous 13F -248 shares
0.81% of the 13F portfolio, value $1,425,497.
13F-HR 0001801413-25-000001 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 37,910 sharesChange vs previous 13F not available
0.86% of the 13F portfolio, value $1,542,951.
13F-HR 0001801413-24-000010 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).