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Summit Place Financial Advisors, LLC: USDU position timeline

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

Summit Place Financial Advisors, LLC held 191,313 USDU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,313 shares
    Change vs previous 13F +6,610 shares

    2.24% of the 13F portfolio, value $5,117,620.

    13F-HR 0001801413-26-000003 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).

  2. period ended2026-03-31
    13F 184,703 shares
    Change vs previous 13F -16,325 shares

    2.34% of the 13F portfolio, value $4,863,228.

    13F-HR 0001801413-26-000002 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).

  3. period ended2025-12-31
    13F 201,028 shares
    Change vs previous 13F -4,564 shares

    2.51% of the 13F portfolio, value $5,186,520.

    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).

  4. period ended2025-09-30
    13F 205,592 shares
    Change vs previous 13F -9,700 shares

    2.56% of the 13F portfolio, value $5,425,562.

    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).

  5. period ended2025-06-30
    13F 215,292 shares
    Change vs previous 13F +3,570 shares

    2.79% of the 13F portfolio, value $5,548,065.

    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).

  6. period ended2025-03-31
    13F 211,722 shares
    Change vs previous 13F +15,850 shares

    3.26% of the 13F portfolio, value $5,771,531.

    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).

  7. period ended2024-12-31
    13F 195,872 shares
    Change vs previous 13F -2,069 shares

    3.08% of the 13F portfolio, value $5,417,809.

    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).

  8. period ended2024-09-30
    13F 197,941 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $5,251,377.

    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).