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Summit Trail Advisors, LLC: SLM position timeline

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

Summit Trail Advisors, LLC held 64,622 SLM 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 64,622 shares
    Change vs previous 13F +3,910 shares

    0.02% of the 13F portfolio, value $1,676,295.

    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 60,712 shares
    Change vs previous 13F +3,294 shares

    0.02% of the 13F portfolio, value $1,299,844.

    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 57,418 shares
    Change vs previous 13F +772 shares

    0.03% of the 13F portfolio, value $1,553,731.

    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 56,646 shares
    Change vs previous 13F +38,969 shares

    0.02% of the 13F portfolio, value $1,567,961.

    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 17,677 shares
    Change vs previous 13F +2,087 shares

    0.01% of the 13F portfolio, value $579,629.

    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 15,590 shares
    Change vs previous 13F -2,810 shares

    0.02% of the 13F portfolio, value $457,878.

    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 18,400 shares
    Change vs previous 13F -586 shares

    0.02% of the 13F portfolio, value $507,472.

    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 18,986 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $434,210.

    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).