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Summit Trail Advisors, LLC: QXO position timeline

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

Summit Trail Advisors, LLC held 278,308 QXO 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 278,308 shares
    Change vs previous 13F +36,582 shares

    0.06% of the 13F portfolio, value $4,809,160.

    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 241,726 shares
    Change vs previous 13F +21,727 shares

    0.07% of the 13F portfolio, value $4,694,316.

    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 219,999 shares
    Change vs previous 13F +1,395 shares

    0.07% of the 13F portfolio, value $4,243,778.

    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 218,604 shares
    Change vs previous 13F +36,162 shares

    0.06% of the 13F portfolio, value $4,166,590.

    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 182,442 shares
    Change vs previous 13F +6,117 shares

    0.07% of the 13F portfolio, value $3,929,798.

    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 176,325 shares
    Change vs previous 13F +60,358 shares

    0.08% of the 13F portfolio, value $2,387,439.

    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 115,967 shares
    Change vs previous 13F +1,497 shares

    0.07% of the 13F portfolio, value $1,843,873.

    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 114,470 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,805,190.

    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).