Position in STGW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,189
-$7,296 QoQ
Shares Held
833
-61.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 181 holders
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STGW Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $44,101 across 4 Advertising Agencies names. STGW ranks #2 (14.0% of the industry book) .
All Filings in STGW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,189 | 833 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,485 | 2,144 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,643 | 1,972 | Shares | Sole | 2026-02-17 | |
| 2023-12-31 | $30,756 | 4,639 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||