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Summit Trail Advisors, LLC: V position timeline

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

Summit Trail Advisors, LLC held 54,845 V 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 54,845 shares
    Change vs previous 13F +3,039 shares

    0.24% of the 13F portfolio, value $18,816,670.

    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 51,806 shares
    Change vs previous 13F +13,082 shares

    0.22% of the 13F portfolio, value $15,657,744.

    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 38,724 shares
    Change vs previous 13F -7,869 shares

    0.23% of the 13F portfolio, value $13,580,958.

    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 46,593 shares
    Change vs previous 13F +3,340 shares

    0.22% of the 13F portfolio, value $15,906,007.

    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 43,253 shares
    Change vs previous 13F +9,101 shares

    0.26% of the 13F portfolio, value $15,356,879.

    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 34,152 shares
    Change vs previous 13F +7,175 shares

    0.39% of the 13F portfolio, value $11,968,761.

    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 26,977 shares
    Change vs previous 13F +6,350 shares

    0.31% of the 13F portfolio, value $8,525,765.

    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 20,627 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,671,387.

    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).