Summit Trail Advisors, LLC: DT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on DT, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 63,086 DT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 63,086 sharesChange vs previous 13F -14,697 shares
0.03% of the 13F portfolio, value $2,770,106.
13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,783 sharesChange vs previous 13F +35,038 shares
0.04% of the 13F portfolio, value $2,876,415.
13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 42,745 sharesChange vs previous 13F +3,964 shares
0.03% of the 13F portfolio, value $1,852,568.
13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,781 sharesChange vs previous 13F +25,181 shares
0.03% of the 13F portfolio, value $1,878,939.
13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,600 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $750,856.
13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).