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Summit Trail Advisors, LLC: WTM position timeline

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

Summit Trail Advisors, LLC held 817 WTM 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 817 shares
    Change vs previous 13F +57 shares

    0.02% of the 13F portfolio, value $1,693,960.

    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 760 shares
    Change vs previous 13F +160 shares

    0.02% of the 13F portfolio, value $1,669,690.

    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 600 shares
    Change vs previous 13F -228 shares

    0.02% of the 13F portfolio, value $1,246,818.

    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 828 shares
    Change vs previous 13F +456 shares

    0.02% of the 13F portfolio, value $1,384,019.

    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 372 shares
    Change vs previous 13F -114 shares

    0.01% of the 13F portfolio, value $668,008.

    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 486 shares
    Change vs previous 13F +194 shares

    0.03% of the 13F portfolio, value $935,944.

    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 292 shares
    Change vs previous 13F +64 shares

    0.02% of the 13F portfolio, value $567,958.

    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 228 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $386,734.

    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).