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Disclosery

Summit Trail Advisors, LLC: THC position timeline

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

Summit Trail Advisors, LLC held 9,109 THC 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 9,109 shares
    Change vs previous 13F -269 shares

    0.02% of the 13F portfolio, value $1,704,112.

    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 9,378 shares
    Change vs previous 13F +1,704 shares

    0.03% of the 13F portfolio, value $1,769,722.

    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 7,674 shares
    Change vs previous 13F +255 shares

    0.03% of the 13F portfolio, value $1,524,977.

    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 7,419 shares
    Change vs previous 13F +1,551 shares

    0.02% of the 13F portfolio, value $1,506,354.

    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 5,868 shares
    Change vs previous 13F +2,955 shares

    0.02% of the 13F portfolio, value $1,032,768.

    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 2,913 shares
    Change vs previous 13F +940 shares

    0.01% of the 13F portfolio, value $391,798.

    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 1,973 shares
    Change vs previous 13F +65 shares

    0.01% of the 13F portfolio, value $249,052.

    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 1,908 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $317,110.

    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).