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Summit Trail Advisors, LLC: EIPX position timeline

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

Summit Trail Advisors, LLC held 91,619 EIPX 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 91,619 shares
    Change vs previous 13F +3,205 shares

    0.04% of the 13F portfolio, value $2,867,675.

    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 88,414 shares
    Change vs previous 13F -27,591 shares

    0.04% of the 13F portfolio, value $2,843,394.

    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 116,005 shares
    Change vs previous 13F +5,785 shares

    0.05% of the 13F portfolio, value $3,067,172.

    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 110,220 shares
    Change vs previous 13F +8,896 shares

    0.04% of the 13F portfolio, value $2,884,094.

    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 101,324 shares
    Change vs previous 13F -1,928 shares

    0.04% of the 13F portfolio, value $2,597,187.

    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 103,252 shares
    Change vs previous 13F +4,110 shares

    0.09% of the 13F portfolio, value $2,689,715.

    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 99,142 shares
    Change vs previous 13F +22,286 shares

    0.09% of the 13F portfolio, value $2,429,970.

    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 76,856 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,858,378.

    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).