Skip to content
Disclosery

Summit Trail Advisors, LLC: DBX position timeline

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

Summit Trail Advisors, LLC held 80,150 DBX 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 80,150 shares
    Change vs previous 13F +15,808 shares

    0.03% of the 13F portfolio, value $2,201,721.

    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 64,342 shares
    Change vs previous 13F -3,332 shares

    0.02% of the 13F portfolio, value $1,461,850.

    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 67,674 shares
    Change vs previous 13F +7,136 shares

    0.03% of the 13F portfolio, value $1,881,337.

    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 60,538 shares
    Change vs previous 13F +20,907 shares

    0.03% of the 13F portfolio, value $1,828,853.

    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 39,631 shares
    Change vs previous 13F +14,940 shares

    0.02% of the 13F portfolio, value $1,133,447.

    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 24,691 shares
    Change vs previous 13F +16,574 shares

    0.02% of the 13F portfolio, value $659,497.

    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 8,117 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $243,835.

    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).