Skip to content
Disclosery

Summit Trail Advisors, LLC: PLTK position timeline

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

Summit Trail Advisors, LLC held 128,234 PLTK 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 128,234 shares
    Change vs previous 13F -894 shares

    0.01% of the 13F portfolio, value $477,030.

    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 129,128 shares
    Change vs previous 13F +5,495 shares

    0.01% of the 13F portfolio, value $358,976.

    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 123,633 shares
    Change vs previous 13F -13,225 shares

    0.01% of the 13F portfolio, value $493,896.

    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 136,858 shares
    Change vs previous 13F +71,804 shares

    0.01% of the 13F portfolio, value $532,425.

    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 65,054 shares
    Change vs previous 13F +52,268 shares

    0.01% of the 13F portfolio, value $303,688.

    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 12,786 shares
    Change vs previous 13F -27,867 shares

    <0.01% of the 13F portfolio, value $75,144.

    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 40,653 shares
    Change vs previous 13F +12,763 shares

    0.01% of the 13F portfolio, value $287,953.

    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 27,890 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $220,907.

    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).