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Summit Trail Advisors, LLC: KDP position timeline

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

Summit Trail Advisors, LLC held 43,771 KDP 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 43,771 shares
    Change vs previous 13F -28,628 shares

    0.02% of the 13F portfolio, value $1,432,625.

    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 72,399 shares
    Change vs previous 13F +7,895 shares

    0.03% of the 13F portfolio, value $1,906,266.

    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 64,504 shares
    Change vs previous 13F +8,797 shares

    0.03% of the 13F portfolio, value $1,806,762.

    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 55,707 shares
    Change vs previous 13F +33,048 shares

    0.02% of the 13F portfolio, value $1,430,613.

    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 22,659 shares
    Change vs previous 13F +7,222 shares

    0.01% of the 13F portfolio, value $756,196.

    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 15,437 shares
    Change vs previous 13F -4,863 shares

    0.02% of the 13F portfolio, value $533,970.

    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 20,300 shares
    Change vs previous 13F -193 shares

    0.02% of the 13F portfolio, value $652,029.

    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 20,493 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $772,838.

    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).