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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

AVLR holding history

Avalara, Inc. in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVLR overviewAll 13F holders of AVLRFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of AVLR by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−2,913−100.0%Sold outHolders
Q3 20222,913$267.0K<0.1%+18+0.6%AddedHolders
Q2 20222,895$204.0K<0.1%−177−5.8%ReducedHolders
Q1 20223,072$306.0K<0.1%+153+5.2%AddedHolders
Q4 20212,919$377.0K<0.1%−190−6.1%ReducedHolders
Q3 20213,109$543.0K<0.1%+3,109NewHolders