Skip to content
Disclosery

Summit Trail Advisors, LLC: MOH position timeline

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

Summit Trail Advisors, LLC held 8,430 MOH 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 8,430 shares
    Change vs previous 13F +3,942 shares

    0.02% of the 13F portfolio, value $1,927,941.

    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 4,488 shares
    Change vs previous 13F +409 shares

    0.01% of the 13F portfolio, value $598,250.

    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 4,079 shares
    Change vs previous 13F -8,777 shares

    0.01% of the 13F portfolio, value $707,870.

    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 12,856 shares
    Change vs previous 13F +9,416 shares

    0.03% of the 13F portfolio, value $2,460,124.

    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 3,440 shares
    Change vs previous 13F -687 shares

    0.02% of the 13F portfolio, value $1,024,776.

    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 4,127 shares
    Change vs previous 13F +2,575 shares

    0.04% of the 13F portfolio, value $1,359,393.

    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 1,552 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $451,710.

    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).