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Summit Trail Advisors, LLC: KEYS position timeline

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

Summit Trail Advisors, LLC held 12,364 KEYS 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 12,364 shares
    Change vs previous 13F +568 shares

    0.05% of the 13F portfolio, value $4,328,441.

    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 11,796 shares
    Change vs previous 13F +5,016 shares

    0.05% of the 13F portfolio, value $3,330,978.

    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 6,780 shares
    Change vs previous 13F -3,900 shares

    0.02% of the 13F portfolio, value $1,377,527.

    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 10,680 shares
    Change vs previous 13F +3,018 shares

    0.03% of the 13F portfolio, value $1,868,058.

    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 7,662 shares
    Change vs previous 13F +2,195 shares

    0.02% of the 13F portfolio, value $1,255,577.

    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 5,467 shares
    Change vs previous 13F +3,196 shares

    0.03% of the 13F portfolio, value $818,793.

    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 2,271 shares
    Change vs previous 13F +917 shares

    0.01% of the 13F portfolio, value $364,791.

    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 1,354 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $215,271.

    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).