Summit Trail Advisors, LLC: BG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on BG, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 17,925 BG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 17,925 sharesChange vs previous 13F +2,190 shares
0.02% of the 13F portfolio, value $1,913,180.
13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,735 sharesChange vs previous 13F +6,695 shares
0.03% of the 13F portfolio, value $2,001,546.
13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,040 sharesChange vs previous 13F -13,659 shares
0.01% of the 13F portfolio, value $805,321.
13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,699 sharesChange vs previous 13F +12,355 shares
0.03% of the 13F portfolio, value $1,844,328.
13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,344 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $830,382.
13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).