Skip to content
Disclosery

Summit Trail Advisors, LLC: DVN position timeline

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

Summit Trail Advisors, LLC held 82,294 DVN 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 82,294 shares
    Change vs previous 13F +31,767 shares

    0.04% of the 13F portfolio, value $3,400,372.

    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 50,527 shares
    Change vs previous 13F +3,372 shares

    0.04% of the 13F portfolio, value $2,542,541.

    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 47,155 shares
    Change vs previous 13F -3,059 shares

    0.03% of the 13F portfolio, value $1,727,282.

    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 50,214 shares
    Change vs previous 13F +21,148 shares

    0.02% of the 13F portfolio, value $1,760,511.

    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 29,066 shares
    Change vs previous 13F +3,975 shares

    0.02% of the 13F portfolio, value $924,583.

    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 25,091 shares
    Change vs previous 13F +5,187 shares

    0.03% of the 13F portfolio, value $938,417.

    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 19,904 shares
    Change vs previous 13F +8,844 shares

    0.02% of the 13F portfolio, value $651,469.

    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 11,060 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $432,660.

    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).