IPG β€” INTERPUBLIC GROUP COS INC DEL

Ownership history in Summit Trail Advisors, LLC  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.04% (2022 Q1)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2017 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
15
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 53,485 +12,519 +30.6% 0.02% $1.5M β€”
2025 Q2 ADDED 40,966 +26,609 +185.3% 0.02% $1.0M β€”
2024 Q3 REDUCED 14,357 -2,154 -13.0% 0.01% $454K β€”
2024 Q2 REDUCED 16,511 -3,332 -16.8% 0.01% $480K β€”
2024 Q1 ADDED 19,843 +4,594 +30.1% 0.02% $647K β€”
2023 Q4 REDUCED 15,249 -136 -0.9% 0.02% $498K β€”
2023 Q3 REDUCED 15,385 -432 -2.7% 0.02% $441K β€”
2023 Q2 REDUCED 15,817 -1,955 -11.0% 0.02% $610K β€”
2023 Q1 ADDED 17,772 +2,845 +19.1% 0.03% $662K β€”
2022 Q4 REDUCED 14,927 -304 -2.0% 0.02% $497K β€”
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🏒 Other funds also holding IPG

As of 2025 Q4 β€” sorted by position size

DANSKE BANK A/S 0.02% WFA of San Diego, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% Clark Wealth Partners 0.0%
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