Summit Place Financial Advisors, LLC: FLRN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Place Financial Advisors, LLC on FLRN, newest first. How the timeline and the estimate are built.
Summit Place Financial Advisors, LLC held 14,020 FLRN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 14,020 sharesChange vs previous 13F +1,120 shares
0.19% of the 13F portfolio, value $432,517.
13F-HR 0001801413-26-000003 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,900 sharesChange vs previous 13F -20,100 shares
0.19% of the 13F portfolio, value $397,062.
13F-HR 0001801413-26-000002 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,000 sharesChange vs previous 13F -5,300 shares
0.49% of the 13F portfolio, value $1,014,090.
13F-HR 0001801413-26-000001 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,300 sharesChange vs previous 13F +38,300 shares
0.56% of the 13F portfolio, value $1,181,938.
13F-HR 0001801413-25-000009 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -10,600 shares
13F-HR 0001729428-25-000009 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 10,600 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $326,692.
13F-HR 0001801413-25-000002 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,600 sharesChange vs previous 13F -1,000 shares
0.19% of the 13F portfolio, value $325,738.
13F-HR 0001801413-25-000001 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,600 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $357,860.
13F-HR 0001801413-24-000010 filed by Summit Place Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).