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Summit Trail Advisors, LLC: OGE position timeline

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

Summit Trail Advisors, LLC held 38,882 OGE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,882 shares
    Change vs previous 13F +11,766 shares

    0.02% of the 13F portfolio, value $1,891,998.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 27,116 shares
    Change vs previous 13F +2,490 shares

    0.02% of the 13F portfolio, value $1,300,483.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 24,626 shares
    Change vs previous 13F -1,658 shares

    0.02% of the 13F portfolio, value $1,051,530.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 26,284 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,216,161.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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