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Summit Trail Advisors, LLC: MPT position timeline

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

Summit Trail Advisors, LLC held 77,721 MPT 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 77,721 shares
    Change vs previous 13F +15,482 shares

    <0.01% of the 13F portfolio, value $359,071.

    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 62,239 shares
    Change vs previous 13F +1,213 shares

    <0.01% of the 13F portfolio, value $288,167.

    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 61,026 shares
    Change vs previous 13F +17,508 shares

    0.01% of the 13F portfolio, value $309,355.

    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 43,518 shares
    Change vs previous 13F +13,460 shares

    <0.01% of the 13F portfolio, value $223,923.

    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 30,058 shares
    Change vs previous 13F -13,955 shares

    <0.01% of the 13F portfolio, value $132,229.

    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 44,013 shares
    Change vs previous 13F +18,452 shares

    0.01% of the 13F portfolio, value $268,856.

    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 25,561 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $103,338.

    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 25,611 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $151,746.

    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).