Position in AR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,094,083
-$193,334 QoQ
Shares Held
31,135
+2.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#274
of 618 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Summit Place Financial Advisors, LLC holds $3,976,645 across 3 Oil & Gas E&P names. AR ranks #2 (27.5% of the industry book) .
All Filings in AR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094,083 | 31,135 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,287,417 | 30,335 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $840,824 | 24,400 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||