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Summit Trail Advisors, LLC: PCG position timeline

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

Summit Trail Advisors, LLC held 43,973 PCG 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 43,973 shares
    Change vs previous 13F +5,000 shares

    0.01% of the 13F portfolio, value $739,626.

    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 38,973 shares
    Change vs previous 13F +15,904 shares

    0.01% of the 13F portfolio, value $684,756.

    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 23,069 shares
    Change vs previous 13F +4,499 shares

    0.01% of the 13F portfolio, value $371,872.

    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 18,570 shares
    Change vs previous 13F -6,557 shares

    <0.01% of the 13F portfolio, value $280,480.

    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 25,127 shares
    Change vs previous 13F +5,602 shares

    0.01% of the 13F portfolio, value $350,896.

    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 19,525 shares
    Change vs previous 13F +6,278 shares

    0.01% of the 13F portfolio, value $335,929.

    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 13,247 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $267,656.

    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).