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Summit Trail Advisors, LLC: OMF position timeline

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

Summit Trail Advisors, LLC held 33,567 OMF 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 33,567 shares
    Change vs previous 13F +5,084 shares

    0.03% of the 13F portfolio, value $2,046,580.

    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 28,483 shares
    Change vs previous 13F +10,709 shares

    0.02% of the 13F portfolio, value $1,523,556.

    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 17,774 shares
    Change vs previous 13F -4,136 shares

    0.02% of the 13F portfolio, value $1,200,634.

    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 21,910 shares
    Change vs previous 13F +15,694 shares

    0.02% of the 13F portfolio, value $1,237,039.

    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).

  5. period ended2025-06-30
    13F 6,216 shares
    Change vs previous 13F +937 shares

    0.01% of the 13F portfolio, value $354,312.

    13F-HR 0001951757-25-001093 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).

  6. period ended2025-03-31
    13F 5,279 shares
    Change vs previous 13F -292 shares

    0.01% of the 13F portfolio, value $258,038.

    13F-HR 0001951757-25-000462 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).

  7. period ended2024-12-31
    13F 5,571 shares
    Change vs previous 13F -727 shares

    0.01% of the 13F portfolio, value $290,416.

    13F-HR 0001951757-25-000148 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).

  8. period ended2024-09-30
    13F 6,298 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $296,447.

    13F-HR 0001951757-24-001200 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).