Skip to content
Disclosery

Summit Trail Advisors, LLC: EQH position timeline

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

Summit Trail Advisors, LLC held 36,051 EQH 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 36,051 shares
    Change vs previous 13F +13,901 shares

    0.02% of the 13F portfolio, value $1,581,918.

    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 22,150 shares
    Change vs previous 13F +5,675 shares

    0.01% of the 13F portfolio, value $821,987.

    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 16,475 shares
    Change vs previous 13F +320 shares

    0.01% of the 13F portfolio, value $785,034.

    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 16,155 shares
    Change vs previous 13F +11,906 shares

    0.01% of the 13F portfolio, value $820,351.

    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 4,249 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $238,369.

    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).