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Summit Trail Advisors, LLC: VVV position timeline

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

Summit Trail Advisors, LLC held 56,519 VVV 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 56,519 shares
    Change vs previous 13F -12,329 shares

    0.03% of the 13F portfolio, value $2,234,761.

    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 68,848 shares
    Change vs previous 13F -21,762 shares

    0.03% of the 13F portfolio, value $2,318,801.

    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 90,610 shares
    Change vs previous 13F +23,672 shares

    0.05% of the 13F portfolio, value $2,633,127.

    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 66,938 shares
    Change vs previous 13F +46,361 shares

    0.03% of the 13F portfolio, value $2,403,744.

    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 20,577 shares
    Change vs previous 13F +13,171 shares

    0.01% of the 13F portfolio, value $779,251.

    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 7,406 shares
    Change vs previous 13F -445 shares

    0.01% of the 13F portfolio, value $257,803.

    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 7,851 shares
    Change vs previous 13F -2,011 shares

    0.01% of the 13F portfolio, value $284,049.

    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 9,862 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $412,725.

    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).