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
- period ended2025-12-3113F 0 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 44,845 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 48,830 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 46,330 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 48,329 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 50,574 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).