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Summit Trail Advisors, LLC: IBIT position timeline

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

Summit Trail Advisors, LLC held 25,027 IBIT 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 25,027 shares
    Change vs previous 13F -9,040 shares

    0.01% of the 13F portfolio, value $833,154.

    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 34,067 shares
    Change vs previous 13F +11,510 shares

    0.02% of the 13F portfolio, value $1,308,865.

    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 22,557 shares
    Change vs previous 13F -43,728 shares

    0.02% of the 13F portfolio, value $1,119,969.

    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 66,285 shares
    Change vs previous 13F +28,616 shares

    0.06% of the 13F portfolio, value $4,308,525.

    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 37,669 shares
    Change vs previous 13F +29,086 shares

    0.04% of the 13F portfolio, value $2,305,719.

    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 8,583 shares
    Change vs previous 13F -86,110 shares

    0.01% of the 13F portfolio, value $401,770.

    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 94,693 shares
    Change vs previous 13F +22,021 shares

    0.19% of the 13F portfolio, value $5,023,460.

    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 72,672 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,625,622.

    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).