Summit Place Financial Advisors, LLC: URA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Place Financial Advisors, LLC on URA, newest first. How the timeline and the estimate are built.
Summit Place Financial Advisors, LLC held 69,138 URA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 69,138 sharesChange vs previous 13F -1,925 shares
1.32% of the 13F portfolio, value $3,021,329.
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 71,063 sharesChange vs previous 13F -1,597 shares
1.65% of the 13F portfolio, value $3,441,579.
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 72,660 sharesChange vs previous 13F -400 shares
1.5% of the 13F portfolio, value $3,104,762.
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 73,060 sharesChange vs previous 13F +225 shares
1.64% of the 13F portfolio, value $3,482,770.
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 72,835 sharesChange vs previous 13F +31,860 shares
1.42% of the 13F portfolio, value $2,826,726.
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 40,975 sharesChange vs previous 13F +17,340 shares
0.53% of the 13F portfolio, value $939,147.
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 23,635 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $632,945.
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).