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Summit Trail Advisors, LLC: RSP position timeline

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

Summit Trail Advisors, LLC held 780,301 RSP 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 780,301 shares
    Change vs previous 13F +56,378 shares

    2.09% of the 13F portfolio, value $166,024,585.

    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 723,923 shares
    Change vs previous 13F +54,601 shares

    1.99% of the 13F portfolio, value $138,935,383.

    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 669,322 shares
    Change vs previous 13F -218,917 shares

    2.22% of the 13F portfolio, value $128,215,245.

    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 888,239 shares
    Change vs previous 13F +104,577 shares

    2.33% of the 13F portfolio, value $168,499,004.

    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 783,662 shares
    Change vs previous 13F -152,393 shares

    2.44% of the 13F portfolio, value $142,422,811.

    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 936,055 shares
    Change vs previous 13F +116,234 shares

    5.35% of the 13F portfolio, value $162,152,825.

    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 819,821 shares
    Change vs previous 13F +82,537 shares

    5.3% of the 13F portfolio, value $143,657,215.

    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 737,284 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $132,091,788.

    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).