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Summit Trail Advisors, LLC: IEMG position timeline

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

Summit Trail Advisors, LLC held 57,928 IEMG 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 57,928 shares
    Change vs previous 13F -22,274 shares

    0.06% of the 13F portfolio, value $4,798,768.

    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 80,202 shares
    Change vs previous 13F -37,078 shares

    0.08% of the 13F portfolio, value $5,594,072.

    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 117,280 shares
    Change vs previous 13F -3,241 shares

    0.14% of the 13F portfolio, value $7,883,549.

    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 120,521 shares
    Change vs previous 13F +55,929 shares

    0.11% of the 13F portfolio, value $7,944,712.

    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 64,592 shares
    Change vs previous 13F -20,342 shares

    0.07% of the 13F portfolio, value $3,877,483.

    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 84,934 shares
    Change vs previous 13F +5,806 shares

    0.15% of the 13F portfolio, value $4,583,898.

    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 79,128 shares
    Change vs previous 13F +68,092 shares

    0.15% of the 13F portfolio, value $4,132,053.

    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 11,036 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $633,577.

    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).