Ownership history in Summit Trail Advisors, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Summit Trail Advisors, LLC reported a position in INTERPUBLIC GROUP COS INC DEL (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 | ADDED | 53,485 | +12,519 | +30.6% | 0.02% | $1.5M | — |
| 2025 Q2 | ADDED | 40,966 | +26,609 | +185.3% | 0.02% | $1.0M | — |
| 2024 Q3 | REDUCED | 14,357 | -2,154 | -13.0% | 0.01% | $454K | — |
| 2024 Q2 | REDUCED | 16,511 | -3,332 | -16.8% | 0.01% | $480K | — |
| 2024 Q1 | ADDED | 19,843 | +4,594 | +30.1% | 0.02% | $647K | — |
| 2023 Q4 | REDUCED | 15,249 | -136 | -0.9% | 0.02% | $498K | — |
| 2023 Q3 | REDUCED | 15,385 | -432 | -2.7% | 0.02% | $441K | — |
| 2023 Q2 | REDUCED | 15,817 | -1,955 | -11.0% | 0.02% | $610K | — |
| 2023 Q1 | ADDED | 17,772 | +2,845 | +19.1% | 0.03% | $662K | — |
| 2022 Q4 | REDUCED | 14,927 | -304 | -2.0% | 0.02% | $497K | — |
As of 2025 Q4 — sorted by position size