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Summit Trail Advisors, LLC: FIVN position timeline

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

Summit Trail Advisors, LLC held 21,253 FIVN 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 21,253 shares
    Change vs previous 13F -292 shares

    0.01% of the 13F portfolio, value $453,114.

    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 21,545 shares
    Change vs previous 13F +10,241 shares

    <0.01% of the 13F portfolio, value $326,838.

    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 11,304 shares
    Change vs previous 13F -2,797 shares

    <0.01% of the 13F portfolio, value $226,645.

    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 14,101 shares
    Change vs previous 13F -777 shares

    <0.01% of the 13F portfolio, value $341,244.

    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 14,878 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $393,969.

    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).