Perella Weinberg Partners shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Perella Weinberg Partners (PWP) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Perella Weinberg Partners
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Quarterly reported holdings in Perella Weinberg Partners by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $111k | 5.2k | 21.32 |
| 2025-06-30 | $121k | 6.2k | 19.42 |
| 2025-03-31 | $95k | 5.2k | 18.40 |
| 2024-12-31 | $123k | 5.2k | 23.84 |
| 2024-09-30 | $99k | 5.2k | 19.31 |
| 2024-06-30 | $84k | 5.2k | 16.25 |
| 2024-03-31 | $62k | 4.4k | 14.13 |
| 2023-12-31 | $53k | 4.4k | 12.23 |
| 2023-09-30 | $36k | 3.5k | 10.18 |
| 2023-06-30 | $29k | 3.5k | 8.33 |
| 2023-03-31 | $32k | 3.5k | 9.10 |
| 2022-12-31 | $35k | 3.5k | 10.10 |
| 2022-09-30 | $22k | 3.5k | 6.30 |
| 2022-06-30 | $20k | 3.5k | 5.72 |
More positions owned by Summit Investment Advisors
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