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Summit Trail Advisors, LLC: PODD position timeline

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

Summit Trail Advisors, LLC held 10,765 PODD 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 10,765 shares
    Change vs previous 13F +5,113 shares

    0.02% of the 13F portfolio, value $1,638,971.

    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 5,652 shares
    Change vs previous 13F +60 shares

    0.02% of the 13F portfolio, value $1,186,016.

    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 5,592 shares
    Change vs previous 13F -690 shares

    0.03% of the 13F portfolio, value $1,589,470.

    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 6,282 shares
    Change vs previous 13F +3,166 shares

    0.03% of the 13F portfolio, value $1,939,442.

    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 3,116 shares
    Change vs previous 13F +1,314 shares

    0.02% of the 13F portfolio, value $978,985.

    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 1,802 shares
    Change vs previous 13F -80 shares

    0.02% of the 13F portfolio, value $473,223.

    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 1,882 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $491,334.

    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).