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SUMMIT SECURITIES GROUP LLC: O position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMIT SECURITIES GROUP LLC on O, newest first. How the timeline and the estimate are built.

SUMMIT SECURITIES GROUP LLC held 216 O shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216 shares
    Change vs previous 13F +65 shares

    <0.01% of the 13F portfolio, value $13,383.

    13F-HR 0001531593-26-000006 filed by SUMMIT SECURITIES GROUP 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 151 shares
    Change vs previous 13F -4,116 shares

    <0.01% of the 13F portfolio, value $9,238.

    13F-HR 0001531593-26-000005 filed by SUMMIT SECURITIES GROUP 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 4,267 shares
    Change vs previous 13F +2,390 shares

    0.04% of the 13F portfolio, value $240,531.

    13F-HR 0001531593-26-000002 filed by SUMMIT SECURITIES GROUP 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 1,877 shares
    Change vs previous 13F -831 shares

    0.04% of the 13F portfolio, value $114,103.

    13F-HR 0001531593-25-000010 filed by SUMMIT SECURITIES GROUP 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 2,708 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $156,008.

    13F-HR 0001531593-25-000006 filed by SUMMIT SECURITIES GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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