Summit Trail Advisors, LLC: BN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on BN, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 33,368 BN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 33,368 sharesChange vs previous 13F -1,886 shares
0.02% of the 13F portfolio, value $1,421,756.
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 35,254 sharesChange vs previous 13F +4,805 shares
0.02% of the 13F portfolio, value $1,425,902.
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 30,449 sharesChange vs previous 13F +10,149 shares
0.02% of the 13F portfolio, value $1,397,820.
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 20,300 sharesChange vs previous 13F -263 shares
0.02% of the 13F portfolio, value $1,391,830.
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 20,563 sharesChange vs previous 13F +1,042 shares
0.02% of the 13F portfolio, value $1,271,533.
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).
- period ended2025-03-3113F 19,521 sharesChange vs previous 13F -9,147 shares
0.03% of the 13F portfolio, value $1,022,926.
13F-HR 0001951757-25-000462 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 ended2024-12-3113F 28,668 sharesChange vs previous 13F -574 shares
0.06% of the 13F portfolio, value $1,646,983.
13F-HR 0001951757-25-000148 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 ended2024-09-3013F 29,242 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,554,212.
13F-HR 0001951757-24-001200 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).