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Summit Trail Advisors, LLC: CEG position timeline

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

Summit Trail Advisors, LLC held 12,745 CEG 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 12,745 shares
    Change vs previous 13F +381 shares

    0.04% of the 13F portfolio, value $3,165,484.

    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 12,364 shares
    Change vs previous 13F +4,276 shares

    0.05% of the 13F portfolio, value $3,452,705.

    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 8,088 shares
    Change vs previous 13F -1,781 shares

    0.05% of the 13F portfolio, value $2,857,200.

    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 9,869 shares
    Change vs previous 13F +1,363 shares

    0.04% of the 13F portfolio, value $3,247,667.

    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 8,506 shares
    Change vs previous 13F +1,226 shares

    0.05% of the 13F portfolio, value $2,745,544.

    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 7,280 shares
    Change vs previous 13F +351 shares

    0.05% of the 13F portfolio, value $1,467,797.

    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 6,929 shares
    Change vs previous 13F +1,337 shares

    0.06% of the 13F portfolio, value $1,549,990.

    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 5,592 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,454,022.

    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).