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Summit Trail Advisors, LLC: FCNCA position timeline

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

Summit Trail Advisors, LLC held 489 FCNCA 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 489 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $1,018,418.

    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 441 shares
    Change vs previous 13F +83 shares

    0.01% of the 13F portfolio, value $831,698.

    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 358 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $768,627.

    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 384 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $687,032.

    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 391 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $764,705.

    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 310 shares
    Change vs previous 13F +69 shares

    0.02% of the 13F portfolio, value $574,247.

    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 241 shares
    Change vs previous 13F +39 shares

    0.02% of the 13F portfolio, value $508,321.

    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 202 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $372,663.

    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).