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Summit Trail Advisors, LLC: KBWB position timeline

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

Summit Trail Advisors, LLC held 540,360 KBWB 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 540,360 shares
    Change vs previous 13F +9,481 shares

    0.63% of the 13F portfolio, value $50,242,705.

    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 530,879 shares
    Change vs previous 13F -7,333 shares

    0.6% of the 13F portfolio, value $42,003,109.

    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 538,212 shares
    Change vs previous 13F -100,743 shares

    0.78% of the 13F portfolio, value $45,365,899.

    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 638,955 shares
    Change vs previous 13F +165,793 shares

    0.69% of the 13F portfolio, value $49,972,685.

    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 473,162 shares
    Change vs previous 13F -199,792 shares

    0.58% of the 13F portfolio, value $33,887,885.

    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 672,954 shares
    Change vs previous 13F +366,312 shares

    1.39% of the 13F portfolio, value $42,241,352.

    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 306,642 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $20,039,075.

    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).