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Disclosery

Summit Trail Advisors, LLC: OC position timeline

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

Summit Trail Advisors, LLC held 14,153 OC 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 14,153 shares
    Change vs previous 13F +858 shares

    0.03% of the 13F portfolio, value $2,249,761.

    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 13,295 shares
    Change vs previous 13F +5,475 shares

    0.02% of the 13F portfolio, value $1,438,785.

    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 7,820 shares
    Change vs previous 13F -6,929 shares

    0.02% of the 13F portfolio, value $875,136.

    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 14,749 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,086,394.

    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).