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Summit Trail Advisors, LLC: COIN position timeline

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

Summit Trail Advisors, LLC held 46,686 COIN 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 46,686 shares
    Change vs previous 13F -2,923 shares

    0.09% of the 13F portfolio, value $6,825,026.

    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 49,609 shares
    Change vs previous 13F +3,939 shares

    0.12% of the 13F portfolio, value $8,662,210.

    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 45,670 shares
    Change vs previous 13F -4,955 shares

    0.18% of the 13F portfolio, value $10,327,814.

    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 50,625 shares
    Change vs previous 13F -333 shares

    0.24% of the 13F portfolio, value $17,085,431.

    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 50,958 shares
    Change vs previous 13F -1,085 shares

    0.31% of the 13F portfolio, value $17,860,269.

    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 52,043 shares
    Change vs previous 13F -5,308 shares

    0.3% of the 13F portfolio, value $8,963,366.

    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 57,351 shares
    Change vs previous 13F -8,168 shares

    0.53% of the 13F portfolio, value $14,240,253.

    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 65,519 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $11,673,520.

    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).