Position in TEM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$393,278
+$11,756 QoQ
Shares Held
8,697
+34.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TEM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Summit Trail Advisors, LLC holds $10,782,295 across 6 Health Information Services names. TEM ranks #6 (3.6% of the industry book) .
All Filings in TEM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $393,278 | 8,697 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $381,522 | 6,461 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $241,645 | 2,994 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||