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Summit Trail Advisors, LLC: BX position timeline

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

Summit Trail Advisors, LLC held 34,145 BX 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 34,145 shares
    Change vs previous 13F +2,101 shares

    0.05% of the 13F portfolio, value $4,017,863.

    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 32,044 shares
    Change vs previous 13F -2,485 shares

    0.05% of the 13F portfolio, value $3,684,748.

    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 34,529 shares
    Change vs previous 13F -4,362 shares

    0.09% of the 13F portfolio, value $5,322,267.

    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 38,891 shares
    Change vs previous 13F +6,711 shares

    0.09% of the 13F portfolio, value $6,644,576.

    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 32,180 shares
    Change vs previous 13F +8,499 shares

    0.08% of the 13F portfolio, value $4,813,455.

    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 23,681 shares
    Change vs previous 13F +2,628 shares

    0.11% of the 13F portfolio, value $3,310,134.

    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 21,053 shares
    Change vs previous 13F +6,707 shares

    0.13% of the 13F portfolio, value $3,629,960.

    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 14,346 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,196,876.

    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).