Summit Trail Advisors, LLC: LH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on LH, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 6,801 LH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 6,801 sharesChange vs previous 13F +1,022 shares
0.02% of the 13F portfolio, value $1,904,290.
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 5,779 sharesChange vs previous 13F +800 shares
0.02% of the 13F portfolio, value $1,541,904.
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).
- period ended2025-12-3113F 4,979 sharesChange vs previous 13F +1,778 shares
0.02% of the 13F portfolio, value $1,249,140.
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).
- period ended2025-09-3013F 3,201 sharesChange vs previous 13F +1,621 shares
0.01% of the 13F portfolio, value $918,745.
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 1,580 sharesChange vs previous 13F +1,580 shares
0.01% of the 13F portfolio, value $414,897.
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 -1,223 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 1,223 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $273,316.
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).