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Summit Trail Advisors, LLC: DASH position timeline

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

Summit Trail Advisors, LLC held 47,031 DASH 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 47,031 shares
    Change vs previous 13F -719 shares

    0.11% of the 13F portfolio, value $8,678,630.

    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 47,750 shares
    Change vs previous 13F -1,739 shares

    0.1% of the 13F portfolio, value $7,169,663.

    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 49,489 shares
    Change vs previous 13F -3,136 shares

    0.19% of the 13F portfolio, value $11,208,269.

    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 52,625 shares
    Change vs previous 13F +1,580 shares

    0.2% of the 13F portfolio, value $14,313,474.

    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 51,045 shares
    Change vs previous 13F +4,210 shares

    0.22% of the 13F portfolio, value $12,583,103.

    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 46,835 shares
    Change vs previous 13F +5,618 shares

    0.28% of the 13F portfolio, value $8,560,033.

    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 41,217 shares
    Change vs previous 13F +2,487 shares

    0.26% of the 13F portfolio, value $6,914,152.

    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 38,730 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,527,933.

    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).