Skip to content
Disclosery

Summit Trail Advisors, LLC: IDA position timeline

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

Summit Trail Advisors, LLC held 18,440 IDA 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 18,440 shares
    Change vs previous 13F +2,505 shares

    0.04% of the 13F portfolio, value $2,789,972.

    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 15,935 shares
    Change vs previous 13F +5,324 shares

    0.03% of the 13F portfolio, value $2,278,227.

    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 10,611 shares
    Change vs previous 13F +4,200 shares

    0.02% of the 13F portfolio, value $1,342,928.

    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 6,411 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $847,214.

    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).