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Summit Trail Advisors, LLC: CAH position timeline

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

Summit Trail Advisors, LLC held 9,965 CAH 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 9,965 shares
    Change vs previous 13F -2,235 shares

    0.03% of the 13F portfolio, value $2,367,306.

    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 12,200 shares
    Change vs previous 13F +4,247 shares

    0.04% of the 13F portfolio, value $2,577,998.

    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 7,953 shares
    Change vs previous 13F -6,744 shares

    0.03% of the 13F portfolio, value $1,634,347.

    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 14,697 shares
    Change vs previous 13F +10,639 shares

    0.03% of the 13F portfolio, value $2,306,845.

    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 4,058 shares
    Change vs previous 13F +1,397 shares

    0.01% of the 13F portfolio, value $681,748.

    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 2,661 shares
    Change vs previous 13F +489 shares

    0.01% of the 13F portfolio, value $366,610.

    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 2,172 shares
    Change vs previous 13F -1,818 shares

    0.01% of the 13F portfolio, value $256,886.

    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 3,990 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $440,978.

    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).