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Summit Trail Advisors, LLC: AON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on AON, newest first. How the timeline and the estimate are built.

Summit Trail Advisors, LLC held 89,714 AON shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,714 shares
    Change vs previous 13F -520 shares

    0.37% of the 13F portfolio, value $29,757,249.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,234 shares
    Change vs previous 13F +4,206 shares

    0.42% of the 13F portfolio, value $29,125,740.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 86,028 shares
    Change vs previous 13F -26,273 shares

    0.52% of the 13F portfolio, value $30,357,731.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 112,301 shares
    Change vs previous 13F -2,074 shares

    0.55% of the 13F portfolio, value $40,044,137.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 114,375 shares
    Change vs previous 13F +2,995 shares

    0.7% of the 13F portfolio, value $40,804,267.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 111,380 shares
    Change vs previous 13F -1,686 shares

    1.47% of the 13F portfolio, value $44,450,827.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 113,066 shares
    Change vs previous 13F -33,192 shares

    1.5% of the 13F portfolio, value $40,608,945.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 146,258 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $50,603,951.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).