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Summit Trail Advisors, LLC: TFC position timeline

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

Summit Trail Advisors, LLC held 40,575 TFC 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 40,575 shares
    Change vs previous 13F +3,342 shares

    0.03% of the 13F portfolio, value $2,021,436.

    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 37,233 shares
    Change vs previous 13F +5,072 shares

    0.02% of the 13F portfolio, value $1,711,609.

    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 32,161 shares
    Change vs previous 13F -1,148 shares

    0.03% of the 13F portfolio, value $1,582,632.

    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 33,309 shares
    Change vs previous 13F +2,986 shares

    0.02% of the 13F portfolio, value $1,522,875.

    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 30,323 shares
    Change vs previous 13F +7,581 shares

    0.02% of the 13F portfolio, value $1,303,566.

    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 22,742 shares
    Change vs previous 13F +4,714 shares

    0.03% of the 13F portfolio, value $935,836.

    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 18,028 shares
    Change vs previous 13F +2,799 shares

    0.03% of the 13F portfolio, value $782,037.

    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 15,229 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $651,327.

    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).