Summit Place Financial Advisors, LLC: PSX position timeline

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

Summit Place Financial Advisors, LLC held 9,741 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 9,741 shares
Change vs previous 13F +115 shares
0.72% of the 13F portfolio, value $1,646,716.
13F-HR 0001801413-26-000003 filed by Summit Place Financial Advisors, LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,626 shares
Change vs previous 13F not available
0.84% of the 13F portfolio, value $1,753,665.
13F-HR 0001801413-26-000002 filed by Summit Place Financial Advisors, LLC
Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).