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Summit Trail Advisors, LLC: IEFA position timeline

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

Summit Trail Advisors, LLC held 168,425 IEFA 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 168,425 shares
    Change vs previous 13F +3,395 shares

    0.2% of the 13F portfolio, value $16,266,485.

    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 165,030 shares
    Change vs previous 13F -57,206 shares

    0.21% of the 13F portfolio, value $14,940,164.

    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 222,236 shares
    Change vs previous 13F -9,771 shares

    0.34% of the 13F portfolio, value $19,881,221.

    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 232,007 shares
    Change vs previous 13F +86,580 shares

    0.28% of the 13F portfolio, value $20,256,568.

    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 145,427 shares
    Change vs previous 13F +29,934 shares

    0.21% of the 13F portfolio, value $12,140,286.

    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 115,493 shares
    Change vs previous 13F -43,233 shares

    0.29% of the 13F portfolio, value $8,737,075.

    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 158,726 shares
    Change vs previous 13F +106,099 shares

    0.41% of the 13F portfolio, value $11,155,236.

    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 52,627 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,107,537.

    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).