Skip to content
Disclosery

Summit Trail Advisors, LLC: CAI position timeline

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

Summit Trail Advisors, LLC held 19,248 CAI 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 19,248 shares
    Change vs previous 13F +6,931 shares

    <0.01% of the 13F portfolio, value $342,999.

    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 12,317 shares
    Change vs previous 13F +3,025 shares

    <0.01% of the 13F portfolio, value $220,228.

    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 9,292 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $250,698.

    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).