Skip to content
Disclosery

Summit Trail Advisors, LLC: Z position timeline

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

Summit Trail Advisors, LLC held 29,994 Z 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 29,994 shares
    Change vs previous 13F +1,921 shares

    0.01% of the 13F portfolio, value $945,411.

    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 28,073 shares
    Change vs previous 13F +10,578 shares

    0.02% of the 13F portfolio, value $1,161,661.

    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 17,495 shares
    Change vs previous 13F +2,888 shares

    0.02% of the 13F portfolio, value $1,193,509.

    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 14,607 shares
    Change vs previous 13F +4,558 shares

    0.02% of the 13F portfolio, value $1,125,469.

    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 10,049 shares
    Change vs previous 13F +1,453 shares

    0.01% of the 13F portfolio, value $703,932.

    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 8,596 shares
    Change vs previous 13F -637 shares

    0.02% of the 13F portfolio, value $589,342.

    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 9,233 shares
    Change vs previous 13F +348 shares

    0.03% of the 13F portfolio, value $683,704.

    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 8,885 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $567,307.

    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).