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Summit Trail Advisors, LLC: NVDA position timeline

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

Summit Trail Advisors, LLC held 844,790 NVDA 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 844,790 shares
    Change vs previous 13F +9,785 shares

    2.13% of the 13F portfolio, value $169,034,016.

    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 835,005 shares
    Change vs previous 13F +247,628 shares

    2.09% of the 13F portfolio, value $145,624,857.

    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 587,377 shares
    Change vs previous 13F -61,839 shares

    1.89% of the 13F portfolio, value $109,545,729.

    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 649,216 shares
    Change vs previous 13F +60,798 shares

    1.67% of the 13F portfolio, value $121,137,163.

    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 588,418 shares
    Change vs previous 13F +170,282 shares

    1.6% of the 13F portfolio, value $92,969,308.

    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 418,136 shares
    Change vs previous 13F +105,959 shares

    1.5% of the 13F portfolio, value $45,321,497.

    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 312,177 shares
    Change vs previous 13F +102,182 shares

    1.55% of the 13F portfolio, value $41,922,293.

    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 209,995 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $25,503,752.

    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).