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Summit Trail Advisors, LLC: FSP position timeline

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

Summit Trail Advisors, LLC held 201,311 FSP 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 201,311 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $103,675.

    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 201,311 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $133,771.

    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 201,311 shares
    Change vs previous 13F -918 shares

    <0.01% of the 13F portfolio, value $190,400.

    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 202,229 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $323,566.

    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 202,229 shares
    Change vs previous 13F +74,359 shares

    0.01% of the 13F portfolio, value $331,656.

    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 127,870 shares
    Change vs previous 13F +64,178 shares

    0.01% of the 13F portfolio, value $227,609.

    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 63,692 shares
    Change vs previous 13F -38,559 shares

    <0.01% of the 13F portfolio, value $116,556.

    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 102,251 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $180,984.

    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).