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Summit Trail Advisors, LLC: PLTR position timeline

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

Summit Trail Advisors, LLC held 358,523 PLTR 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 358,523 shares
    Change vs previous 13F -2,518 shares

    0.53% of the 13F portfolio, value $41,828,878.

    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 361,041 shares
    Change vs previous 13F +79,111 shares

    0.76% of the 13F portfolio, value $52,813,077.

    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 281,930 shares
    Change vs previous 13F -8,491 shares

    0.87% of the 13F portfolio, value $50,113,058.

    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 290,421 shares
    Change vs previous 13F -43,653 shares

    0.73% of the 13F portfolio, value $52,978,599.

    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 334,074 shares
    Change vs previous 13F -17,283 shares

    0.78% of the 13F portfolio, value $45,540,968.

    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 351,357 shares
    Change vs previous 13F -654 shares

    0.98% of the 13F portfolio, value $29,654,531.

    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 352,011 shares
    Change vs previous 13F -27,694 shares

    0.98% of the 13F portfolio, value $26,622,592.

    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 379,705 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $14,125,026.

    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).