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Summit Trail Advisors, LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on ACN, newest first. How the timeline and the estimate are built.

Summit Trail Advisors, LLC held 30,836 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,836 shares
    Change vs previous 13F +12,815 shares

    0.05% of the 13F portfolio, value $3,837,232.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,021 shares
    Change vs previous 13F -421 shares

    0.05% of the 13F portfolio, value $3,573,384.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,442 shares
    Change vs previous 13F +79 shares

    0.09% of the 13F portfolio, value $4,948,106.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,363 shares
    Change vs previous 13F +2,153 shares

    0.06% of the 13F portfolio, value $4,528,202.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,210 shares
    Change vs previous 13F +4,094 shares

    0.08% of the 13F portfolio, value $4,844,863.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,116 shares
    Change vs previous 13F +2,362 shares

    0.12% of the 13F portfolio, value $3,780,665.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,754 shares
    Change vs previous 13F +3,572 shares

    0.13% of the 13F portfolio, value $3,431,520.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,182 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,185,230.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).