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Summit Place Financial Advisors, LLC: SG position timeline

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

Summit Place Financial Advisors, LLC held 0 SG shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -44,845 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 44,845 shares
    Change vs previous 13F -3,985 shares

    0.17% of the 13F portfolio, value $357,863.

    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).

  3. period ended2025-06-30
    13F 48,830 shares
    Change vs previous 13F +2,500 shares

    0.37% of the 13F portfolio, value $726,590.

    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).

  4. period ended2025-03-31
    13F 46,330 shares
    Change vs previous 13F -1,999 shares

    0.65% of the 13F portfolio, value $1,159,177.

    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).

  5. period ended2024-12-31
    13F 48,329 shares
    Change vs previous 13F -2,245 shares

    0.88% of the 13F portfolio, value $1,549,428.

    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).

  6. period ended2024-09-30
    13F 50,574 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,792,848.

    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).