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Summit Trail Advisors, LLC: BUR position timeline

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

Summit Trail Advisors, LLC held 34,682 BUR 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 34,682 shares
    Change vs previous 13F +6,779 shares

    <0.01% of the 13F portfolio, value $142,197.

    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 27,903 shares
    Change vs previous 13F +473 shares

    <0.01% of the 13F portfolio, value $126,122.

    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 27,430 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $244,676.

    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 27,284 shares
    Change vs previous 13F +3,363 shares

    <0.01% of the 13F portfolio, value $326,317.

    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 23,921 shares
    Change vs previous 13F -1,645 shares

    0.01% of the 13F portfolio, value $341,113.

    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 25,566 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $337,727.

    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).