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Summit Trail Advisors, LLC: TECH position timeline

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

Summit Trail Advisors, LLC held 22,807 TECH 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 22,807 shares
    Change vs previous 13F -12,195 shares

    0.02% of the 13F portfolio, value $1,611,315.

    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 35,002 shares
    Change vs previous 13F +475 shares

    0.03% of the 13F portfolio, value $1,829,205.

    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 34,527 shares
    Change vs previous 13F -2,078 shares

    0.04% of the 13F portfolio, value $2,030,533.

    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 36,605 shares
    Change vs previous 13F +16,129 shares

    0.03% of the 13F portfolio, value $2,036,336.

    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 20,476 shares
    Change vs previous 13F +16,174 shares

    0.02% of the 13F portfolio, value $1,053,490.

    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 4,302 shares
    Change vs previous 13F -172 shares

    0.01% of the 13F portfolio, value $252,226.

    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 4,474 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $322,262.

    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).