Skip to content
Disclosery

Summit Trail Advisors, LLC: ET position timeline

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

Summit Trail Advisors, LLC held 103,014 ET 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 103,014 shares
    Change vs previous 13F +1,158 shares

    0.02% of the 13F portfolio, value $1,969,634.

    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 101,856 shares
    Change vs previous 13F +28,344 shares

    0.03% of the 13F portfolio, value $1,965,816.

    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 73,512 shares
    Change vs previous 13F +7,554 shares

    0.02% of the 13F portfolio, value $1,212,208.

    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 65,958 shares
    Change vs previous 13F +1,711 shares

    0.02% of the 13F portfolio, value $1,131,838.

    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 64,247 shares
    Change vs previous 13F +6,066 shares

    0.02% of the 13F portfolio, value $1,164,796.

    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 58,181 shares
    Change vs previous 13F +649 shares

    0.04% of the 13F portfolio, value $1,081,578.

    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 57,532 shares
    Change vs previous 13F +22,512 shares

    0.04% of the 13F portfolio, value $1,127,060.

    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 35,020 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $562,078.

    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).