Summit Place Financial Advisors, LLC: WST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Place Financial Advisors, LLC on WST, newest first. How the timeline and the estimate are built.
Summit Place Financial Advisors, LLC held 0 WST shares at 2025-06-30 per its 13F-HR filed 2025-07-24.
the latest 13F is the newest step
- period ended2025-06-3013F 0 sharesChange vs previous 13F -1,391 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 1,391 sharesChange vs previous 13F -1,307 shares
0.18% of the 13F portfolio, value $311,421.
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 2,698 sharesChange vs previous 13F +25 shares
0.5% of the 13F portfolio, value $883,761.
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 2,673 sharesChange vs previous 13F not available
0.45% of the 13F portfolio, value $802,331.
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).