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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

XM holding history

Qualtrics International 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.

XM overviewAll 13F holders of XMFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of XM by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−7,783−100.0%Sold outHolders
Q1 20227,783$222.0K<0.1%+383+5.2%AddedHolders
Q4 20217,400$262.0K<0.1%−138−1.8%ReducedHolders
Q3 20217,538$322.0K<0.1%+138+1.9%AddedHolders
Q2 20217,400$283.0K<0.1%00.0%UnchangedHolders
Q1 20217,400$244.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.