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Summit Trail Advisors, LLC: ALSN position timeline

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

Summit Trail Advisors, LLC held 40,528 ALSN 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 40,528 shares
    Change vs previous 13F +4,733 shares

    0.06% of the 13F portfolio, value $4,569,127.

    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 35,795 shares
    Change vs previous 13F +5,467 shares

    0.06% of the 13F portfolio, value $4,190,163.

    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 30,328 shares
    Change vs previous 13F -4,693 shares

    0.05% of the 13F portfolio, value $2,969,111.

    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 35,021 shares
    Change vs previous 13F +19,052 shares

    0.04% of the 13F portfolio, value $2,972,582.

    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 15,969 shares
    Change vs previous 13F +4,085 shares

    0.03% of the 13F portfolio, value $1,516,895.

    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 11,884 shares
    Change vs previous 13F -1,252 shares

    0.04% of the 13F portfolio, value $1,136,942.

    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 13,136 shares
    Change vs previous 13F +2,650 shares

    0.05% of the 13F portfolio, value $1,419,476.

    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 10,486 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,007,390.

    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).