Position in DV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$622,931
+$92,442 QoQ
Shares Held
57,466
+2.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#136
of 313 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DV Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Summit Trail Advisors, LLC holds $8,755,474 across 4 Advertising Agencies names. DV ranks #4 (7.1% of the industry book) .
All Filings in DV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,931 | 57,466 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $530,489 | 55,841 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $416,942 | 36,446 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $258,372 | 21,567 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||