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Summit Trail Advisors, LLC: PGEN position timeline

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

Summit Trail Advisors, LLC held 29,577 PGEN 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 29,577 shares
    Change vs previous 13F -6,526 shares

    <0.01% of the 13F portfolio, value $168,589.

    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 36,103 shares
    Change vs previous 13F +5,746 shares

    <0.01% of the 13F portfolio, value $139,719.

    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 30,357 shares
    Change vs previous 13F +1,124 shares

    <0.01% of the 13F portfolio, value $126,892.

    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 29,233 shares
    Change vs previous 13F +1,133 shares

    <0.01% of the 13F portfolio, value $96,177.

    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 28,100 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $39,902.

    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 28,100 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $41,869.

    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 28,100 shares
    Change vs previous 13F -76,429 shares

    <0.01% of the 13F portfolio, value $31,472.

    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 104,529 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $98,999.

    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).