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Summit Place Financial Advisors, LLC: IJR position timeline

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

Summit Place Financial Advisors, LLC held 35,536 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,536 shares
    Change vs previous 13F +1,250 shares

    2.31% of the 13F portfolio, value $5,270,373.

    13F-HR 0001801413-26-000003 filed by Summit Place Financial 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 34,286 shares
    Change vs previous 13F -1,050 shares

    2.05% of the 13F portfolio, value $4,262,116.

    13F-HR 0001801413-26-000002 filed by Summit Place Financial 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 35,336 shares
    Change vs previous 13F -977 shares

    2.06% of the 13F portfolio, value $4,246,689.

    13F-HR 0001801413-26-000001 filed by Summit Place Financial 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 36,313 shares
    Change vs previous 13F +1,300 shares

    2.03% of the 13F portfolio, value $4,315,021.

    13F-HR 0001801413-25-000009 filed by Summit Place Financial 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 35,013 shares
    Change vs previous 13F +1,152 shares

    1.93% of the 13F portfolio, value $3,826,531.

    13F-HR 0001729428-25-000009 filed by Summit Place Financial 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 33,861 shares
    Change vs previous 13F +1,775 shares

    2% of the 13F portfolio, value $3,540,865.

    13F-HR 0001801413-25-000002 filed by Summit Place Financial 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 32,086 shares
    Change vs previous 13F -739 shares

    2.1% of the 13F portfolio, value $3,696,945.

    13F-HR 0001801413-25-000001 filed by Summit Place Financial 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 32,825 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $3,839,229.

    13F-HR 0001801413-24-000010 filed by Summit Place Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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