Summit Trail Advisors, LLC: BOH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on BOH, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 25,408 BOH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 25,408 sharesChange vs previous 13F +3,591 shares
0.03% of the 13F portfolio, value $2,070,498.
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 21,817 sharesChange vs previous 13F +5,037 shares
0.02% of the 13F portfolio, value $1,619,912.
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 16,780 sharesChange vs previous 13F -2,375 shares
0.02% of the 13F portfolio, value $1,147,249.
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 19,155 sharesChange vs previous 13F +14,842 shares
0.02% of the 13F portfolio, value $1,257,334.
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 4,313 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $291,257.
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).