Skip to content
Disclosery

Summit Trail Advisors, LLC: WTW position timeline

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

Summit Trail Advisors, LLC held 9,795 WTW 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 9,795 shares
    Change vs previous 13F +265 shares

    0.03% of the 13F portfolio, value $2,560,119.

    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 9,530 shares
    Change vs previous 13F +498 shares

    0.04% of the 13F portfolio, value $2,770,371.

    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 9,032 shares
    Change vs previous 13F -18 shares

    0.05% of the 13F portfolio, value $2,976,225.

    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 9,050 shares
    Change vs previous 13F +63 shares

    0.04% of the 13F portfolio, value $3,134,651.

    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 8,987 shares
    Change vs previous 13F +7,725 shares

    0.05% of the 13F portfolio, value $2,762,773.

    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 1,262 shares
    Change vs previous 13F +422 shares

    0.01% of the 13F portfolio, value $427,654.

    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 840 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $263,861.

    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).