Summit Investment Advisors »

Oportun Finl Corp shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Oportun Finl Corp (OPRT) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Oportun Finl Corp

Tip: Access up to 7 years of quarterly data

All positions including Oportun Finl Corp held by Summit Investment Advisors 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 Oportun Finl Corp by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 3.4k 6.17
2025-06-30 $25k 3.4k 7.16
2023-03-31 $6.6k 1.7k 3.86
2022-12-31 $11k 1.7k 6.18
2022-09-30 $7.0k 1.7k 4.08
2022-06-30 $14k 1.7k 8.15
2022-03-31 $25k 1.7k 14.56
2021-12-31 $35k 1.7k 20.38
2021-09-30 $43k 1.7k 25.04
2021-06-30 $34k 1.7k 19.80
2021-03-31 $36k 1.7k 20.97
2020-12-31 $33k 1.7k 19.22
2020-09-30 $20k 1.7k 11.65
2020-06-30 $23k 1.7k 13.40
2020-03-31 $7.0k 623 11.24
2019-12-31 $15k 623 24.08