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Summit Trail Advisors, LLC: SPMD position timeline

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

Summit Trail Advisors, LLC held 255,712 SPMD 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 255,712 shares
    Change vs previous 13F -20,616 shares

    0.22% of the 13F portfolio, value $17,275,904.

    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 276,328 shares
    Change vs previous 13F -14,849 shares

    0.23% of the 13F portfolio, value $16,364,145.

    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 291,177 shares
    Change vs previous 13F -8,400 shares

    0.29% of the 13F portfolio, value $16,862,061.

    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 299,577 shares
    Change vs previous 13F -9,888 shares

    0.24% of the 13F portfolio, value $17,132,796.

    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 309,465 shares
    Change vs previous 13F -25,056 shares

    0.29% of the 13F portfolio, value $16,828,690.

    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 334,521 shares
    Change vs previous 13F -3,982 shares

    0.56% of the 13F portfolio, value $17,120,785.

    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 338,503 shares
    Change vs previous 13F +71,200 shares

    0.68% of the 13F portfolio, value $18,512,726.

    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 267,303 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $14,616,120.

    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).