Summit Place Financial Advisors, LLC has filed its quarterly 13F-HR report with the SEC, which details the firm’s investment holdings as of September 30, 2026. This filing is crucial as it provides transparency into the firm’s investment strategies and market positioning.
Background
Summit Place Financial Advisors, LLC operates within the financial advisory sector. The firm is registered with the SEC and has been active in filing various forms, including the most recent 13F-HR on October 23, 2026. The firm’s CIK is 0001801413.
What the Filing Says
The filing, submitted on October 23, 2026, indicates the period of report ending September 30, 2026. However, specific details regarding the holdings or investment strategies were not disclosed in the filing.
Impact
This filing may affect various stakeholders, including clients seeking insights into the firm’s investment choices and competitors in the financial advisory industry. By revealing its investment portfolio, Summit Place Financial Advisors provides a snapshot of its market strategy.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report was accepted by the SEC on the same day it was filed, October 23, 2026, at 16:38:54. This indicates a prompt processing of the document by the regulatory body.
Company Information
Summit Place Financial Advisors, LLC is incorporated in Delaware and has a fiscal year ending on December 31. The firm has an Employer Identification Number (EIN) of 263103087, which is essential for tax and regulatory purposes.
Contact Information
For further inquiries, the firm can be reached at its business address: 18 Bank Street, Suite 202, Summit, NJ 07901. The contact number provided is 908-517-5880.
Missing Information
The filing does not provide specific details about the investment holdings or the strategies employed by Summit Place Financial Advisors, which are typically included in a 13F-HR report. This lack of information limits the ability to assess the firm's current market positions and investment focus.