Skip to content
Disclosery

Summit Trail Advisors, LLC: DLO position timeline

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

Summit Trail Advisors, LLC held 7,679,330 DLO 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 7,679,330 shares
    Change vs previous 13F +4 shares

    1.26% of the 13F portfolio, value $99,792,893.

    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 7,679,326 shares
    Change vs previous 13F +6,738,506 shares

    1.43% of the 13F portfolio, value $99,600,858.

    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 940,820 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $13,303,195.

    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 940,820 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $13,434,910.

    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 940,820 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $10,668,899.

    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 940,820 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $7,846,439.

    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 940,820 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $10,593,633.

    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 940,820 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,526,560.

    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).