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Summit Trail Advisors, LLC: KVUE position timeline

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

Summit Trail Advisors, LLC held 85,023 KVUE 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 85,023 shares
    Change vs previous 13F +15,208 shares

    0.02% of the 13F portfolio, value $1,624,790.

    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 69,815 shares
    Change vs previous 13F +15,485 shares

    0.02% of the 13F portfolio, value $1,203,611.

    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 54,330 shares
    Change vs previous 13F +8,011 shares

    0.02% of the 13F portfolio, value $937,192.

    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 46,319 shares
    Change vs previous 13F +27,266 shares

    0.01% of the 13F portfolio, value $751,759.

    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 19,053 shares
    Change vs previous 13F -4,145 shares

    0.01% of the 13F portfolio, value $398,779.

    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 23,198 shares
    Change vs previous 13F +5,547 shares

    0.02% of the 13F portfolio, value $556,288.

    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 17,651 shares
    Change vs previous 13F +6,646 shares

    0.01% of the 13F portfolio, value $376,849.

    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 11,005 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $254,546.

    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).