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Summit Trail Advisors, LLC: FTV position timeline

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

Summit Trail Advisors, LLC held 17,427 FTV 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 17,427 shares
    Change vs previous 13F +5,566 shares

    0.01% of the 13F portfolio, value $1,064,616.

    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 11,861 shares
    Change vs previous 13F +5,593 shares

    0.01% of the 13F portfolio, value $655,677.

    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 6,268 shares
    Change vs previous 13F +512 shares

    0.01% of the 13F portfolio, value $346,057.

    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 5,756 shares
    Change vs previous 13F -3,203 shares

    <0.01% of the 13F portfolio, value $281,989.

    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 8,959 shares
    Change vs previous 13F +2,798 shares

    0.01% of the 13F portfolio, value $467,015.

    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 6,161 shares
    Change vs previous 13F -3,982 shares

    0.01% of the 13F portfolio, value $450,886.

    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 10,143 shares
    Change vs previous 13F +1,023 shares

    0.03% of the 13F portfolio, value $760,729.

    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 9,120 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $719,844.

    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).