Summit Trail Advisors, LLC: CNXC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on CNXC, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 23,009 CNXC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 23,009 sharesChange vs previous 13F -14,156 shares
0.01% of the 13F portfolio, value $515,517.
13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 37,165 sharesChange vs previous 13F +23,774 shares
0.01% of the 13F portfolio, value $1,016,834.
13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,391 sharesChange vs previous 13F +84 shares
0.01% of the 13F portfolio, value $556,798.
13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,307 sharesChange vs previous 13F -5,769 shares
0.01% of the 13F portfolio, value $614,118.
13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,076 sharesChange vs previous 13F +10,038 shares
0.02% of the 13F portfolio, value $1,008,262.
13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,038 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $502,874.
13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).