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Summit Trail Advisors, LLC: BOX position timeline

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

Summit Trail Advisors, LLC held 31,884 BOX 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 31,884 shares
    Change vs previous 13F -1,082 shares

    0.01% of the 13F portfolio, value $846,201.

    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 32,966 shares
    Change vs previous 13F +5,158 shares

    0.01% of the 13F portfolio, value $779,316.

    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 27,808 shares
    Change vs previous 13F -482 shares

    0.01% of the 13F portfolio, value $831,737.

    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 28,290 shares
    Change vs previous 13F +852 shares

    0.01% of the 13F portfolio, value $912,918.

    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 27,438 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $937,556.

    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 27,504 shares
    Change vs previous 13F +908 shares

    0.03% of the 13F portfolio, value $848,773.

    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 26,596 shares
    Change vs previous 13F +6,017 shares

    0.03% of the 13F portfolio, value $840,434.

    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 20,579 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $673,551.

    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).