Summit Trail Advisors, LLC: JBGS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on JBGS, newest first. How the timeline and the estimate are built.
Summit Trail Advisors, LLC held 96,218 JBGS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 96,218 sharesChange vs previous 13F +31,681 shares
0.02% of the 13F portfolio, value $1,411,518.
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 64,537 sharesChange vs previous 13F +17,220 shares
0.01% of the 13F portfolio, value $942,886.
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 47,317 sharesChange vs previous 13F +14,698 shares
0.01% of the 13F portfolio, value $808,384.
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 32,619 sharesChange vs previous 13F +6,978 shares
0.01% of the 13F portfolio, value $725,773.
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 25,641 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $443,589.
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).