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Summit Place Financial Advisors, LLC: V position timeline

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

Summit Place Financial Advisors, LLC held 11,063 V 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 11,063 shares
    Change vs previous 13F +345 shares

    1.66% of the 13F portfolio, value $3,795,725.

    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 10,718 shares
    Change vs previous 13F +190 shares

    1.56% of the 13F portfolio, value $3,239,514.

    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 10,528 shares
    Change vs previous 13F +35 shares

    1.79% of the 13F portfolio, value $3,692,385.

    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 10,493 shares
    Change vs previous 13F +22 shares

    1.69% of the 13F portfolio, value $3,582,196.

    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 10,471 shares
    Change vs previous 13F +125 shares

    1.87% of the 13F portfolio, value $3,717,817.

    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 10,346 shares
    Change vs previous 13F -157 shares

    2.05% of the 13F portfolio, value $3,625,937.

    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 10,503 shares
    Change vs previous 13F +40 shares

    1.89% of the 13F portfolio, value $3,319,429.

    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 10,463 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,876,846.

    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).