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Summit Trail Advisors, LLC: G position timeline

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

Summit Trail Advisors, LLC held 64,778 G 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 64,778 shares
    Change vs previous 13F +27,248 shares

    0.02% of the 13F portfolio, value $1,781,384.

    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 37,530 shares
    Change vs previous 13F -30,095 shares

    0.02% of the 13F portfolio, value $1,397,978.

    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 67,625 shares
    Change vs previous 13F +4,880 shares

    0.05% of the 13F portfolio, value $3,163,479.

    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 62,745 shares
    Change vs previous 13F +27,450 shares

    0.04% of the 13F portfolio, value $2,628,372.

    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 35,295 shares
    Change vs previous 13F -8,289 shares

    0.03% of the 13F portfolio, value $1,553,333.

    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 43,584 shares
    Change vs previous 13F +12,752 shares

    0.07% of the 13F portfolio, value $2,195,762.

    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 30,832 shares
    Change vs previous 13F +10,375 shares

    0.05% of the 13F portfolio, value $1,324,234.

    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 20,457 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $802,119.

    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).