Summit Place Financial Advisors, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Place Financial Advisors, LLC on PG, newest first. How the timeline and the estimate are built.
Summit Place Financial Advisors, LLC held 14,928 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 14,928 sharesChange vs previous 13F +334 shares
0.96% of the 13F portfolio, value $2,189,047.
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 14,594 sharesChange vs previous 13F -199 shares
1.01% of the 13F portfolio, value $2,107,962.
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 14,793 sharesChange vs previous 13F +366 shares
1.03% of the 13F portfolio, value $2,119,962.
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 14,427 sharesChange vs previous 13F +264 shares
1.04% of the 13F portfolio, value $2,216,689.
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 14,163 sharesChange vs previous 13F +207 shares
1.14% of the 13F portfolio, value $2,256,491.
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).
- period ended2025-03-3113F 13,956 sharesChange vs previous 13F +1,431 shares
1.34% of the 13F portfolio, value $2,378,307.
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 12,525 sharesChange vs previous 13F +108 shares
1.19% of the 13F portfolio, value $2,099,896.
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 12,417 sharesChange vs previous 13F not available
1.2% of the 13F portfolio, value $2,150,693.
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).