Ownership history in Summit Financial, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in THE INTERPUBLIC GROUP OF COMPANIES, INC. (IPG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 12,920 | -111 | -0.9% | 0.01% | $361K | — |
| 2025 Q2 | ADDED | 13,031 | +2,451 | +23.2% | 0.01% | $319K | — |
| 2025 Q1 | ADDED | 10,580 | +971 | +10.1% | 0.01% | $287K | — |
| 2024 Q3 | ADDED | 9,609 | +1,101 | +12.9% | 0.01% | $304K | — |
| 2024 Q2 | INITIATED | 8,508 | — | — | 0.01% | $247K | — |
As of 2025 Q4 — sorted by position size