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Summit Trail Advisors, LLC: CRM position timeline

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

Summit Trail Advisors, LLC held 49,518 CRM 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 49,518 shares
    Change vs previous 13F +692 shares

    0.1% of the 13F portfolio, value $7,757,500.

    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 48,826 shares
    Change vs previous 13F -2,166 shares

    0.13% of the 13F portfolio, value $9,114,366.

    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 50,992 shares
    Change vs previous 13F +1,945 shares

    0.23% of the 13F portfolio, value $13,529,531.

    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 49,047 shares
    Change vs previous 13F +567 shares

    0.16% of the 13F portfolio, value $11,644,724.

    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 48,480 shares
    Change vs previous 13F +2,716 shares

    0.23% of the 13F portfolio, value $13,240,323.

    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 45,764 shares
    Change vs previous 13F +376 shares

    0.41% of the 13F portfolio, value $12,281,360.

    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 45,388 shares
    Change vs previous 13F +2,647 shares

    0.56% of the 13F portfolio, value $15,192,745.

    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 42,741 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $11,715,767.

    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).