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Summit Trail Advisors, LLC: CNM position timeline

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

Summit Trail Advisors, LLC held 21,349 CNM 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 21,349 shares
    Change vs previous 13F +4,544 shares

    0.01% of the 13F portfolio, value $1,030,089.

    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 16,805 shares
    Change vs previous 13F +3,400 shares

    0.01% of the 13F portfolio, value $830,167.

    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 13,405 shares
    Change vs previous 13F -1,778 shares

    0.01% of the 13F portfolio, value $696,658.

    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 15,183 shares
    Change vs previous 13F +4,503 shares

    0.01% of the 13F portfolio, value $817,301.

    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 10,680 shares
    Change vs previous 13F -1,313 shares

    0.01% of the 13F portfolio, value $644,538.

    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 11,993 shares
    Change vs previous 13F +2,303 shares

    0.02% of the 13F portfolio, value $579,382.

    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 9,690 shares
    Change vs previous 13F +767 shares

    0.02% of the 13F portfolio, value $493,318.

    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 8,923 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $396,181.

    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).