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Summit Trail Advisors, LLC: FOXA position timeline

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

Summit Trail Advisors, LLC held 49,118 FOXA 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 49,118 shares
    Change vs previous 13F -6,920 shares

    0.03% of the 13F portfolio, value $2,562,004.

    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 56,038 shares
    Change vs previous 13F +5,651 shares

    0.05% of the 13F portfolio, value $3,272,630.

    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 50,387 shares
    Change vs previous 13F +207 shares

    0.06% of the 13F portfolio, value $3,681,789.

    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 50,180 shares
    Change vs previous 13F +13,165 shares

    0.04% of the 13F portfolio, value $3,164,374.

    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 37,015 shares
    Change vs previous 13F +6,209 shares

    0.04% of the 13F portfolio, value $2,074,327.

    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 30,806 shares
    Change vs previous 13F +20,531 shares

    0.06% of the 13F portfolio, value $1,743,626.

    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 10,275 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $499,164.

    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).