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Summit Trail Advisors, LLC: JMTG position timeline

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

Summit Trail Advisors, LLC held 6,356 JMTG 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 6,356 shares
    Change vs previous 13F +68 shares

    <0.01% of the 13F portfolio, value $322,098.

    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 6,288 shares
    Change vs previous 13F -2,030 shares

    <0.01% of the 13F portfolio, value $320,692.

    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 8,318 shares
    Change vs previous 13F -388 shares

    0.01% of the 13F portfolio, value $426,229.

    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 8,706 shares
    Change vs previous 13F -1,620 shares

    0.01% of the 13F portfolio, value $443,995.

    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 10,326 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $518,262.

    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).