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Summit Trail Advisors, LLC: SPOT position timeline

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

Summit Trail Advisors, LLC held 6,959 SPOT 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 6,959 shares
    Change vs previous 13F -149 shares

    0.04% of the 13F portfolio, value $3,195,086.

    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 7,108 shares
    Change vs previous 13F +2,155 shares

    0.05% of the 13F portfolio, value $3,446,740.

    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 4,953 shares
    Change vs previous 13F -903 shares

    0.05% of the 13F portfolio, value $2,876,257.

    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 5,856 shares
    Change vs previous 13F +768 shares

    0.06% of the 13F portfolio, value $4,087,488.

    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 5,088 shares
    Change vs previous 13F +853 shares

    0.07% of the 13F portfolio, value $3,904,226.

    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 4,235 shares
    Change vs previous 13F +1,078 shares

    0.08% of the 13F portfolio, value $2,329,377.

    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 3,157 shares
    Change vs previous 13F +732 shares

    0.05% of the 13F portfolio, value $1,412,379.

    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 2,425 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $893,685.

    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).