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Summit Trail Advisors, LLC: HCA position timeline

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

Summit Trail Advisors, LLC held 7,820 HCA 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 7,820 shares
    Change vs previous 13F -792 shares

    0.04% of the 13F portfolio, value $3,048,992.

    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 8,612 shares
    Change vs previous 13F +1,648 shares

    0.06% of the 13F portfolio, value $4,075,604.

    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 6,964 shares
    Change vs previous 13F -2,082 shares

    0.06% of the 13F portfolio, value $3,250,991.

    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 9,046 shares
    Change vs previous 13F +987 shares

    0.05% of the 13F portfolio, value $3,855,351.

    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 8,059 shares
    Change vs previous 13F +2,922 shares

    0.05% of the 13F portfolio, value $3,087,217.

    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 5,137 shares
    Change vs previous 13F +1,173 shares

    0.06% of the 13F portfolio, value $1,775,150.

    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 3,964 shares
    Change vs previous 13F +352 shares

    0.04% of the 13F portfolio, value $1,189,791.

    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 3,612 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,467,964.

    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).