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Summit Place Financial Advisors, LLC: WBD position timeline

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

Summit Place Financial Advisors, LLC held 93,980 WBD 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 93,980 shares
    Change vs previous 13F -2,109 shares

    1.1% of the 13F portfolio, value $2,505,507.

    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 96,089 shares
    Change vs previous 13F -8,571 shares

    1.27% of the 13F portfolio, value $2,638,604.

    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 104,660 shares
    Change vs previous 13F -5,000 shares

    1.46% of the 13F portfolio, value $3,016,301.

    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 109,660 shares
    Change vs previous 13F +372 shares

    1.01% of the 13F portfolio, value $2,141,660.

    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 109,288 shares
    Change vs previous 13F +5,200 shares

    0.63% of the 13F portfolio, value $1,252,440.

    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 104,088 shares
    Change vs previous 13F +18,935 shares

    0.63% of the 13F portfolio, value $1,116,864.

    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 85,153 shares
    Change vs previous 13F +23,925 shares

    0.51% of the 13F portfolio, value $900,067.

    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 61,228 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $505,131.

    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).