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Summit Trail Advisors, LLC: INGM position timeline

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

Summit Trail Advisors, LLC held 30,477 INGM 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 30,477 shares
    Change vs previous 13F +6,414 shares

    0.01% of the 13F portfolio, value $835,984.

    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 24,063 shares
    Change vs previous 13F +4,184 shares

    0.01% of the 13F portfolio, value $560,909.

    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 19,879 shares
    Change vs previous 13F +757 shares

    0.01% of the 13F portfolio, value $424,218.

    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 19,122 shares
    Change vs previous 13F +3,047 shares

    0.01% of the 13F portfolio, value $410,932.

    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 16,075 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $335,003.

    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).