Summit Trail Advisors, LLC: MP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on MP, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 23,894 MP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 23,894 sharesChange vs previous 13F +3,797 shares
0.02% of the 13F portfolio, value $1,338,303.
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 20,097 sharesChange vs previous 13F +2,165 shares
0.01% of the 13F portfolio, value $969,881.
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 17,932 sharesChange vs previous 13F +2,753 shares
0.02% of the 13F portfolio, value $905,925.
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 15,179 sharesChange vs previous 13F +6,962 shares
0.01% of the 13F portfolio, value $1,018,056.
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 8,217 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $273,380.
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).