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Disclosery

Summit Trail Advisors, LLC: PCTY position timeline

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

Summit Trail Advisors, LLC held 26,872 PCTY 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 26,872 shares
    Change vs previous 13F +8,757 shares

    0.04% of the 13F portfolio, value $2,808,930.

    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 18,115 shares
    Change vs previous 13F +4,316 shares

    0.03% of the 13F portfolio, value $1,957,145.

    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 13,799 shares
    Change vs previous 13F +5,795 shares

    0.04% of the 13F portfolio, value $2,104,348.

    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 8,004 shares
    Change vs previous 13F +2,743 shares

    0.02% of the 13F portfolio, value $1,274,797.

    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 5,261 shares
    Change vs previous 13F +509 shares

    0.02% of the 13F portfolio, value $953,241.

    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 4,752 shares
    Change vs previous 13F +2,747 shares

    0.03% of the 13F portfolio, value $890,240.

    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 2,005 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $399,937.

    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).