Summit Trail Advisors, LLC: FNF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on FNF, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 23,035 FNF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 23,035 sharesChange vs previous 13F +7,826 shares
0.01% of the 13F portfolio, value $1,086,331.
13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,209 sharesChange vs previous 13F +2,093 shares
0.01% of the 13F portfolio, value $705,393.
13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,116 sharesChange vs previous 13F -34 shares
0.01% of the 13F portfolio, value $716,002.
13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,150 sharesChange vs previous 13F +13,150 shares
0.01% of the 13F portfolio, value $795,443.
13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -3,859 shares
13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 3,859 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $251,144.
13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).