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Summit Trail Advisors, LLC: WEC position timeline

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

Summit Trail Advisors, LLC held 21,348 WEC 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 21,348 shares
    Change vs previous 13F +1,187 shares

    0.03% of the 13F portfolio, value $2,492,791.

    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 20,161 shares
    Change vs previous 13F +6,169 shares

    0.03% of the 13F portfolio, value $2,334,024.

    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 13,992 shares
    Change vs previous 13F -69 shares

    0.03% of the 13F portfolio, value $1,475,582.

    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 14,061 shares
    Change vs previous 13F +4,263 shares

    0.02% of the 13F portfolio, value $1,611,235.

    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 9,798 shares
    Change vs previous 13F +4,137 shares

    0.02% of the 13F portfolio, value $1,020,952.

    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 5,661 shares
    Change vs previous 13F +1,015 shares

    0.02% of the 13F portfolio, value $616,936.

    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 4,646 shares
    Change vs previous 13F +1,469 shares

    0.02% of the 13F portfolio, value $436,910.

    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 3,177 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $305,564.

    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).