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Summit Trail Advisors, LLC: VTRS position timeline

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

Summit Trail Advisors, LLC held 69,649 VTRS 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 69,649 shares
    Change vs previous 13F +1,871 shares

    0.01% of the 13F portfolio, value $1,106,025.

    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 67,778 shares
    Change vs previous 13F +21,675 shares

    0.01% of the 13F portfolio, value $915,679.

    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 46,103 shares
    Change vs previous 13F +7,367 shares

    0.01% of the 13F portfolio, value $573,978.

    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 38,736 shares
    Change vs previous 13F +5,386 shares

    0.01% of the 13F portfolio, value $383,488.

    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 33,350 shares
    Change vs previous 13F +14,537 shares

    0.01% of the 13F portfolio, value $297,820.

    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 18,813 shares
    Change vs previous 13F -10,833 shares

    0.01% of the 13F portfolio, value $163,858.

    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 29,646 shares
    Change vs previous 13F +7,506 shares

    0.01% of the 13F portfolio, value $369,091.

    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 22,140 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $257,043.

    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).