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Summit Trail Advisors, LLC: DVA position timeline

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

Summit Trail Advisors, LLC held 31,658 DVA 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 31,658 shares
    Change vs previous 13F -375 shares

    0.09% of the 13F portfolio, value $7,043,272.

    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 32,033 shares
    Change vs previous 13F -7,930 shares

    0.07% of the 13F portfolio, value $4,923,152.

    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 39,963 shares
    Change vs previous 13F +1,737 shares

    0.08% of the 13F portfolio, value $4,540,196.

    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 38,226 shares
    Change vs previous 13F +20,396 shares

    0.07% of the 13F portfolio, value $5,079,022.

    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 17,830 shares
    Change vs previous 13F -6,694 shares

    0.04% of the 13F portfolio, value $2,539,955.

    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 24,524 shares
    Change vs previous 13F -892 shares

    0.12% of the 13F portfolio, value $3,751,436.

    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 25,416 shares
    Change vs previous 13F +2,107 shares

    0.14% of the 13F portfolio, value $3,800,963.

    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 23,309 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,821,044.

    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).