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Summit Trail Advisors, LLC: TXG position timeline

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

Summit Trail Advisors, LLC held 225,390 TXG 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 225,390 shares
    Change vs previous 13F -44,378 shares

    0.11% of the 13F portfolio, value $8,641,453.

    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 269,768 shares
    Change vs previous 13F +49,382 shares

    0.08% of the 13F portfolio, value $5,727,175.

    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 220,386 shares
    Change vs previous 13F -4,259 shares

    0.06% of the 13F portfolio, value $3,594,496.

    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 224,645 shares
    Change vs previous 13F +83,721 shares

    0.04% of the 13F portfolio, value $2,626,100.

    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 140,924 shares
    Change vs previous 13F +104,885 shares

    0.03% of the 13F portfolio, value $1,631,900.

    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 36,039 shares
    Change vs previous 13F +25,775 shares

    0.01% of the 13F portfolio, value $314,620.

    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 10,264 shares
    Change vs previous 13F +178 shares

    0.01% of the 13F portfolio, value $147,391.

    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 10,086 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $227,742.

    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).