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Summit Trail Advisors, LLC: AVTR position timeline

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

Summit Trail Advisors, LLC held 146,193 AVTR 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 146,193 shares
    Change vs previous 13F +63,036 shares

    0.02% of the 13F portfolio, value $1,447,311.

    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 83,157 shares
    Change vs previous 13F +35,606 shares

    0.01% of the 13F portfolio, value $651,951.

    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 47,551 shares
    Change vs previous 13F +13,397 shares

    0.01% of the 13F portfolio, value $544,934.

    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 34,154 shares
    Change vs previous 13F -22,620 shares

    0.01% of the 13F portfolio, value $426,242.

    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 56,774 shares
    Change vs previous 13F +35,515 shares

    0.01% of the 13F portfolio, value $764,178.

    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 21,259 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $344,608.

    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).