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Summit Trail Advisors, LLC: T position timeline

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

Summit Trail Advisors, LLC held 280,904 T 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 280,904 shares
    Change vs previous 13F -20,338 shares

    0.07% of the 13F portfolio, value $5,814,709.

    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 301,242 shares
    Change vs previous 13F +56,313 shares

    0.13% of the 13F portfolio, value $8,732,992.

    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 244,929 shares
    Change vs previous 13F -57,725 shares

    0.11% of the 13F portfolio, value $6,084,037.

    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 302,654 shares
    Change vs previous 13F +24,570 shares

    0.12% of the 13F portfolio, value $8,546,953.

    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 278,084 shares
    Change vs previous 13F +49,353 shares

    0.14% of the 13F portfolio, value $8,047,754.

    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 228,731 shares
    Change vs previous 13F +32,671 shares

    0.21% of the 13F portfolio, value $6,468,525.

    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 196,060 shares
    Change vs previous 13F +26,126 shares

    0.16% of the 13F portfolio, value $4,464,297.

    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 169,934 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,738,543.

    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).