Position in IPX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$233,737
-$14,564 QoQ
Shares Held
7,862
+14.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 58 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IPX Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Summit Trail Advisors, LLC holds $4,788,210 across 4 Other Industrial Metals & Mining names. IPX ranks #4 (4.9% of the industry book) .
All Filings in IPX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,737 | 7,862 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $248,301 | 6,862 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $338,639 | 6,862 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||