Orion Portfolio Solutions »

Summit Matls Inc cl a shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Summit Matls Inc cl a shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Summit Matls Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Summit Matls Inc cl a held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Summit Matls Inc cl a by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-03-31 $259k 5.1k 50.60
2024-12-31 $259k 5.1k 50.60
2024-09-30 $218k 5.6k 39.03
2024-03-31 $406k 9.1k 44.57
2023-12-31 $359k 9.5k 37.77
2023-09-30 $315k 10k 31.14
2023-06-30 $400k 11k 37.85
2023-03-31 $310k 11k 28.49
2019-12-31 $3.0k 134 22.39

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Anthem (ELV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Fiserv (FI)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
NVIDIA Corporation (NVDA)

View all positions for Orion Portfolio Solutions

Top funds holding Summit Matls Inc cl a

Strengthening Families & Communities
WFA Asset Management Corp
Huntington National Bank

View all funds holding Summit Matls Inc cl a