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Disclosery

SUMMITRY LLC: AAON position timeline

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

SUMMITRY LLC held 6,783 AAON shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,783 shares
    Change vs previous 13F -1,047 shares

    0.03% of the 13F portfolio, value $860,533.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 7,830 shares
    Change vs previous 13F +195 shares

    0.02% of the 13F portfolio, value $647,951.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 7,635 shares
    Change vs previous 13F +1,275 shares

    0.02% of the 13F portfolio, value $582,170.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 6,360 shares
    Change vs previous 13F +1,051 shares

    0.03% of the 13F portfolio, value $594,264.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 5,309 shares
    Change vs previous 13F +1,261 shares

    0.02% of the 13F portfolio, value $391,518.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 4,048 shares
    Change vs previous 13F +689 shares

    0.02% of the 13F portfolio, value $316,235.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 3,359 shares
    Change vs previous 13F +708 shares

    0.02% of the 13F portfolio, value $395,333.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 2,651 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $285,918.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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