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Summit Trail Advisors, LLC: WPC position timeline

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

Summit Trail Advisors, LLC held 21,491 WPC 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 21,491 shares
    Change vs previous 13F -1,168 shares

    0.02% of the 13F portfolio, value $1,536,612.

    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 22,659 shares
    Change vs previous 13F +7,055 shares

    0.02% of the 13F portfolio, value $1,539,911.

    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 15,604 shares
    Change vs previous 13F +5,079 shares

    0.02% of the 13F portfolio, value $1,018,629.

    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 10,525 shares
    Change vs previous 13F +6,217 shares

    0.01% of the 13F portfolio, value $719,776.

    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 4,308 shares
    Change vs previous 13F -953 shares

    <0.01% of the 13F portfolio, value $275,185.

    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 5,261 shares
    Change vs previous 13F +1,644 shares

    0.01% of the 13F portfolio, value $338,358.

    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 3,617 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,963.

    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).