Summit Trail Advisors, LLC: LEO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on LEO, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 114,659 LEO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 114,659 sharesChange vs previous 13F +31,600 shares
0.01% of the 13F portfolio, value $740,700.
13F-HR 0001951757-26-001207 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 ended2026-03-3113F 83,059 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $522,441.
13F-HR 0001951757-26-000837 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).