Summit Trail Advisors, LLC: ACHC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on ACHC, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 63,787 ACHC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 63,787 sharesChange vs previous 13F +5,282 shares
0.02% of the 13F portfolio, value $1,883,630.
13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 58,505 sharesChange vs previous 13F -20,763 shares
0.02% of the 13F portfolio, value $1,368,432.
13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 79,268 sharesChange vs previous 13F -17,206 shares
0.02% of the 13F portfolio, value $1,124,813.
13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 96,474 sharesChange vs previous 13F +38,700 shares
0.03% of the 13F portfolio, value $2,388,696.
13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 57,774 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,310,892.
13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).