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Disclosery

Summit Rock Advisors, LP: IWP position timeline

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

Summit Rock Advisors, LP held 0 IWP shares at 2025-06-30 per its 13F-HR filed 2025-08-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -210,489 shares

    13F-HR 0001172661-25-003002 filed by Summit Rock Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 210,489 shares
    Change vs previous 13F -114,853 shares

    17.18% of the 13F portfolio, value $24,730,352.

    13F-HR 0001172661-25-001637 filed by Summit Rock Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 325,342 shares
    Change vs previous 13F +32,414 shares

    13.98% of the 13F portfolio, value $41,237,099.

    13F-HR 0001172661-25-000604 filed by Summit Rock Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 292,928 shares
    Change vs previous 13F not available

    13.44% of the 13F portfolio, value $34,357,525.

    13F-HR 0001172661-24-004406 filed by Summit Rock Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).