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Summit Trail Advisors, LLC: FCN position timeline

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

Summit Trail Advisors, LLC held 5,367 FCN 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 5,367 shares
    Change vs previous 13F -6,643 shares

    0.01% of the 13F portfolio, value $799,737.

    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 12,010 shares
    Change vs previous 13F +6,948 shares

    0.03% of the 13F portfolio, value $2,123,008.

    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 5,062 shares
    Change vs previous 13F -1,908 shares

    0.01% of the 13F portfolio, value $864,741.

    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 6,970 shares
    Change vs previous 13F +3,640 shares

    0.02% of the 13F portfolio, value $1,126,701.

    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 3,330 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $537,795.

    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).