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Disclosery

Summit Trail Advisors, LLC: EPR position timeline

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

Summit Trail Advisors, LLC held 53,780 EPR 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 53,780 shares
    Change vs previous 13F +717 shares

    0.04% of the 13F portfolio, value $3,119,778.

    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 53,063 shares
    Change vs previous 13F +11,547 shares

    0.04% of the 13F portfolio, value $2,651,027.

    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 41,516 shares
    Change vs previous 13F -5,661 shares

    0.04% of the 13F portfolio, value $2,083,878.

    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 47,177 shares
    Change vs previous 13F +8,847 shares

    0.04% of the 13F portfolio, value $2,750,351.

    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 38,330 shares
    Change vs previous 13F +20,356 shares

    0.04% of the 13F portfolio, value $2,244,436.

    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 17,974 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $950,563.

    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).