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Summit Trail Advisors, LLC: WCC position timeline

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

Summit Trail Advisors, LLC held 10,097 WCC 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 10,097 shares
    Change vs previous 13F -939 shares

    0.04% of the 13F portfolio, value $3,487,808.

    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 11,036 shares
    Change vs previous 13F +3,924 shares

    0.04% of the 13F portfolio, value $3,019,671.

    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 7,112 shares
    Change vs previous 13F -919 shares

    0.03% of the 13F portfolio, value $1,739,880.

    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 8,031 shares
    Change vs previous 13F +3,132 shares

    0.02% of the 13F portfolio, value $1,698,556.

    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 4,899 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $907,295.

    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 4,885 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $758,640.

    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).