TM β€” TOYOTA MOTOR CORP SP ADR REP2COM

Ownership history in Summit Trail Advisors, LLC  Β·  8 quarters on record

AI Ownership Summary

Summit Trail Advisors, LLC reported TOYOTA MOTOR CORP SP ADR REP2COM (TM) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows TM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Trail Advisors, LLC's position in TOYOTA MOTOR CORP SP ADR REP2COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Summit Trail Advisors, LLC held TM β€” position size vs. price
% of Fund (quarterly)    TM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,664 +292 +21.3% 0.00% $318K 2025-11-14 $204.08
2025 Q2 REDUCED 1,372 -186 -11.9% 0.00% $236K 2025-08-14 $192.48
2024 Q3 REDUCED 1,558 -96 -5.8% 0.01% $278K 2024-11-12 $171.61
2024 Q2 ADDED 1,654 +439 +36.1% 0.01% $339K 2024-08-13 $166.66
2024 Q1 ADDED 1,215 +101 +9.1% 0.01% $306K 2024-04-23 $222.75
2023 Q4 REDUCED 1,114 -278,418 -99.6% 0.01% $204K 2024-02-06 $209.20
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Summit Trail Advisors, LLC and TM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Trail Advisors, LLC reported owning TM?

Summit Trail Advisors, LLC reported TM across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TM position in Summit Trail Advisors, LLC's portfolio?

The largest reported portfolio weight for TM was 0.01% in 2024 Q2.

What is the latest reported TM position on this page?

The most recent filing on this page is 2025 Q3, when Summit Trail Advisors, LLC reported 1,664 shares, equal to 0.00% of portfolio, with an estimated market value of $318K.

What does the chart on this TM ownership page compare?

The chart compares Summit Trail Advisors, LLC's quarterly TM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Summit Trail Advisors, LLC Holdings