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Summit Trail Advisors, LLC: ESI position timeline

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

Summit Trail Advisors, LLC held 69,941 ESI 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 69,941 shares
    Change vs previous 13F +5,350 shares

    0.04% of the 13F portfolio, value $3,339,683.

    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 64,591 shares
    Change vs previous 13F -1,584 shares

    0.03% of the 13F portfolio, value $2,205,137.

    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 66,175 shares
    Change vs previous 13F +1,428 shares

    0.03% of the 13F portfolio, value $1,653,713.

    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 64,747 shares
    Change vs previous 13F +26,476 shares

    0.02% of the 13F portfolio, value $1,629,682.

    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 38,271 shares
    Change vs previous 13F -7,329 shares

    0.01% of the 13F portfolio, value $866,838.

    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 45,600 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,031,016.

    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).