Skip to content
Disclosery

Summit Trail Advisors, LLC: HPE position timeline

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

Summit Trail Advisors, LLC held 74,809 HPE 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 74,809 shares
    Change vs previous 13F -51,270 shares

    0.04% of the 13F portfolio, value $3,374,646.

    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 126,079 shares
    Change vs previous 13F +27,856 shares

    0.04% of the 13F portfolio, value $3,001,947.

    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 98,223 shares
    Change vs previous 13F +4,328 shares

    0.04% of the 13F portfolio, value $2,374,018.

    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 93,895 shares
    Change vs previous 13F +93,895 shares

    0.03% of the 13F portfolio, value $2,314,047.

    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 0 shares
    Change vs previous 13F -15,068 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 15,068 shares
    Change vs previous 13F -2,176 shares

    0.01% of the 13F portfolio, value $235,075.

    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 17,244 shares
    Change vs previous 13F -2,318 shares

    0.01% of the 13F portfolio, value $371,475.

    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 19,562 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $402,967.

    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).