Filer Snapshot

Summit Trail Advisors, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001698478.

Entity Type

Company

Total Filings

40

Latest Filing

17 Feb 2026

Industry

n/a

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Business address
2 Grand Central Tower, 140 E 45 Th Street, 28 Th Floor, New York, NY, 10017
Top securities (13F)
VOO, USFR, AVGO, AAPL, RSP, VEA, MSFT, NVDA, APH, GOOG, VWO, ISHG, GOOGL, AMZN, META, VGIT, IWM, PLTR, SPY, and PPA
State of incorporation
DE
Fiscal year end
31 December

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Quick Takeaways

  • Summit Trail Advisors, LLC is an SEC filer tracked under CIK 0001698478.
  • 40 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX, SC 13G and more.

What Changed

  • Latest filing: 13F-HR filed on 17 Feb 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Official SEC Source

Official SEC Source

SEC EDGAR submissions for CIK 0001698478.

See Original Filing

Filer Overview

Summit Trail Advisors, LLC has filed 40 SEC EDGAR filings since 14 Feb 2018. Common forms include 13F-HR, N-PX, SC 13G, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for Summit Trail Advisors, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Feb 2026 31 Dec 2025 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2025 30 Sep 2025 028-18552
N-PX Open N-PX document View SEC filing for N-PX 26 Aug 2025 30 Jun 2025 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2025 30 Jun 2025 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Apr 2025 31 Mar 2025 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2025 31 Dec 2024 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2024 30 Sep 2024 028-18552
N-PX Open N-PX document View SEC filing for N-PX 21 Aug 2024 30 Jun 2024 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 30 Jun 2024 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2024 31 Mar 2024 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2024 31 Dec 2023 028-18552
SC 13G Open SC 13G document View SEC filing for SC 13G 30 Jan 2024
SC 13G Open SC 13G document View SEC filing for SC 13G 30 Jan 2024
SC 13G Open SC 13G document View SEC filing for SC 13G 30 Jan 2024
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2023 30 Sep 2023 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2023 30 Jun 2023 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2023 31 Mar 2023 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2023 31 Dec 2022 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2022 30 Sep 2022 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2022 30 Jun 2022 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2022 31 Mar 2022 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2022 31 Dec 2021 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2021 30 Sep 2021 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2021 30 Jun 2021 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2021 31 Mar 2021 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-18552
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 16 Nov 2020 30 Sep 2020 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2020 30 Sep 2020 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2020 30 Jun 2020 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2020 31 Mar 2020 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2020 31 Dec 2019 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2019 30 Sep 2019 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2019 30 Jun 2019 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2019 31 Mar 2019 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2019 31 Dec 2018 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2018 30 Sep 2018 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2018 30 Jun 2018 028-18552
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 22 May 2018 31 Mar 2018 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 May 2018 31 Mar 2018 028-18552
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2018 31 Dec 2017 028-18552

About this filer

Summit Trail Advisors, LLC files with the SEC under CIK 0001698478. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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