Summit Place Financial Advisors, LLC

Business address
18 Bank Street, Suite 202, Summit, NJ, 07901
Top securities (13F)
NVDA, AAPL, MSFT, IAU, GEV, USDU, NFLX, RTX, GE, WMT, IJR, BLK, SCHX, MSI, AMZN, WELL, IWM, MLM, SPY, and BX
State of incorporation
DE
Fiscal year end
31 December
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Summit Place Financial Advisors, LLC has filed 29 SEC EDGAR filings since 07 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-19782
N-PX/A Open Document Open Filing 29 Aug 2025 30 Jun 2025 028-19782
N-PX Open Document Open Filing 18 Aug 2025 30 Jun 2025 028-19782
13F-HR Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-19782
13F-HR Open Document Open Filing 28 Apr 2025 31 Mar 2025 028-19782
13F-HR Open Document Open Filing 03 Feb 2025 31 Dec 2024 028-19782
13F-HR Open Document Open Filing 24 Oct 2024 30 Sep 2024 028-19782
N-PX/A Open Document Open Filing 25 Jul 2024 30 Jun 2024 028-19782
13F-HR Open Document Open Filing 25 Jul 2024 30 Jun 2024 028-19782
N-PX Open Document Open Filing 24 Jul 2024 30 Jun 2024 028-19782
13F-HR Open Document Open Filing 30 Apr 2024 31 Mar 2024 028-19782
13F-HR Open Document Open Filing 07 Feb 2024 31 Dec 2023 028-19782
13F-HR Open Document Open Filing 08 Nov 2023 30 Sep 2023 028-19782
13F-HR Open Document Open Filing 04 Aug 2023 30 Jun 2023 028-19782
13F-HR Open Document Open Filing 28 Apr 2023 31 Mar 2023 028-19782
13F-HR Open Document Open Filing 27 Jan 2023 31 Dec 2022 028-19782
13F-HR Open Document Open Filing 01 Nov 2022 30 Sep 2022 028-19782
13F-HR Open Document Open Filing 04 Aug 2022 30 Jun 2022 028-19782
13F-HR Open Document Open Filing 04 May 2022 31 Mar 2022 028-19782
13F-HR Open Document Open Filing 25 Jan 2022 31 Dec 2021 028-19782
13F-HR Open Document Open Filing 05 Nov 2021 30 Sep 2021 028-19782
13F-HR Open Document Open Filing 23 Jul 2021 30 Jun 2021 028-19782
13F-HR/A Open Document Open Filing 07 May 2021 31 Mar 2021 028-19782
13F-HR Open Document Open Filing 28 Apr 2021 31 Mar 2021 028-19782
13F-HR Open Document Open Filing 27 Jan 2021 31 Dec 2020 028-19782
13F-HR Open Document Open Filing 28 Oct 2020 30 Sep 2020 028-19782
13F-HR Open Document Open Filing 22 Jul 2020 30 Jun 2020 028-19782
13F-HR Open Document Open Filing 22 Apr 2020 31 Mar 2020 028-19782
13F-HR Open Document Open Filing 07 Feb 2020 31 Dec 2019 028-19782