Summit Trail Advisors, LLC: KWEB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on KWEB, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 0 KWEB shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -84,824 shares
13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 84,824 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $3,563,438.
13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 84,824 sharesChange vs previous 13F +84,824 shares
0.05% of the 13F portfolio, value $2,911,993.
13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -82,044 shares
13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 82,044 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $2,791,127.
13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).