Summit Trail Advisors, LLC: AME position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on AME, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 14,428 AME shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 14,428 sharesChange vs previous 13F -227 shares
0.04% of the 13F portfolio, value $3,490,596.
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 14,655 sharesChange vs previous 13F +1,379 shares
0.05% of the 13F portfolio, value $3,141,344.
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 13,276 sharesChange vs previous 13F -1,997 shares
0.05% of the 13F portfolio, value $2,725,593.
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 15,273 sharesChange vs previous 13F +6,125 shares
0.04% of the 13F portfolio, value $2,871,296.
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 9,148 sharesChange vs previous 13F +9,148 shares
0.03% of the 13F portfolio, value $1,655,358.
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).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -7,240 shares
13F-HR 0001951757-25-000148 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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 7,240 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,243,266.
13F-HR 0001951757-24-001200 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).