Summit Trail Advisors, LLC
Holdings in UP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,709 | 10,228 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $18,819 | 10,228 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $10,943 | 10,228 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $10,330 | 10,228 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $16,876 | 10,228 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $24,751 | 10,228 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $29,354 | 10,228 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $35,082 | 10,228 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $26,651 | 12,875 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $15,063 | 12,875 | Shares | Sole | 2023-07-25 |