Summit Place Financial Advisors, LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Place Financial Advisors, LLC on VTI, newest first. How the timeline and the estimate are built.
Summit Place Financial Advisors, LLC held 2,192 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 2,192 sharesChange vs previous 13F +1,427 shares
0.36% of the 13F portfolio, value $811,174.
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 765 sharesChange vs previous 13F +9 shares
0.12% of the 13F portfolio, value $245,459.
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 756 sharesChange vs previous 13F -5 shares
0.12% of the 13F portfolio, value $253,444.
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 761 sharesChange vs previous 13F +1 shares
0.12% of the 13F portfolio, value $249,610.
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 760 sharesChange vs previous 13F +30 shares
0.12% of the 13F portfolio, value $231,120.
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 730 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $200,753.
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 730 sharesChange vs previous 13F +5 shares
0.12% of the 13F portfolio, value $211,627.
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 725 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $205,252.
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).