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Summit Trail Advisors, LLC: MNDY position timeline

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

Summit Trail Advisors, LLC held 5,877 MNDY 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 5,877 shares
    Change vs previous 13F +62 shares

    0.01% of the 13F portfolio, value $425,436.

    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 5,815 shares
    Change vs previous 13F -10,063 shares

    0.01% of the 13F portfolio, value $401,875.

    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 15,878 shares
    Change vs previous 13F -22,961 shares

    0.04% of the 13F portfolio, value $2,342,958.

    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 38,839 shares
    Change vs previous 13F -121 shares

    0.1% of the 13F portfolio, value $7,522,726.

    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 38,960 shares
    Change vs previous 13F -20,982 shares

    0.21% of the 13F portfolio, value $12,252,141.

    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 59,942 shares
    Change vs previous 13F +9,529 shares

    0.48% of the 13F portfolio, value $14,575,497.

    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 50,413 shares
    Change vs previous 13F -1,994 shares

    0.44% of the 13F portfolio, value $11,869,237.

    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 52,407 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $14,557,092.

    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).