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Summit Trail Advisors, LLC: AXS position timeline

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

Summit Trail Advisors, LLC held 13,986 AXS 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 13,986 shares
    Change vs previous 13F +1,843 shares

    0.02% of the 13F portfolio, value $1,502,656.

    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 12,143 shares
    Change vs previous 13F +4,640 shares

    0.02% of the 13F portfolio, value $1,231,422.

    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 7,503 shares
    Change vs previous 13F -3,999 shares

    0.01% of the 13F portfolio, value $806,798.

    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 11,502 shares
    Change vs previous 13F +5,916 shares

    0.02% of the 13F portfolio, value $1,105,489.

    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 5,586 shares
    Change vs previous 13F +750 shares

    0.01% of the 13F portfolio, value $582,820.

    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 4,836 shares
    Change vs previous 13F +1,467 shares

    0.02% of the 13F portfolio, value $486,807.

    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 3,369 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $300,128.

    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).