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Summit Trail Advisors, LLC: FCFS position timeline

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

Summit Trail Advisors, LLC held 5,849 FCFS 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 5,849 shares
    Change vs previous 13F -2,116 shares

    0.02% of the 13F portfolio, value $1,265,254.

    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 7,965 shares
    Change vs previous 13F -141 shares

    0.02% of the 13F portfolio, value $1,497,403.

    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 8,106 shares
    Change vs previous 13F -877 shares

    0.02% of the 13F portfolio, value $1,291,905.

    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 8,983 shares
    Change vs previous 13F +201 shares

    0.02% of the 13F portfolio, value $1,423,039.

    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 8,782 shares
    Change vs previous 13F +3,071 shares

    0.02% of the 13F portfolio, value $1,186,743.

    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 5,711 shares
    Change vs previous 13F +265 shares

    0.02% of the 13F portfolio, value $687,202.

    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 5,446 shares
    Change vs previous 13F +1,650 shares

    0.02% of the 13F portfolio, value $564,238.

    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 3,796 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $435,757.

    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).