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Summit Trail Advisors, LLC: MO position timeline

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

Summit Trail Advisors, LLC held 98,122 MO 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 98,122 shares
    Change vs previous 13F -7,548 shares

    0.09% of the 13F portfolio, value $7,059,849.

    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 105,670 shares
    Change vs previous 13F +9,631 shares

    0.1% of the 13F portfolio, value $6,973,182.

    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 96,039 shares
    Change vs previous 13F -4,890 shares

    0.1% of the 13F portfolio, value $5,638,334.

    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 100,929 shares
    Change vs previous 13F +7,414 shares

    0.09% of the 13F portfolio, value $6,774,456.

    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 93,515 shares
    Change vs previous 13F +6,129 shares

    0.1% of the 13F portfolio, value $5,578,890.

    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 87,386 shares
    Change vs previous 13F -17,054 shares

    0.18% of the 13F portfolio, value $5,333,677.

    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 104,440 shares
    Change vs previous 13F -2,791 shares

    0.21% of the 13F portfolio, value $5,567,904.

    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 107,231 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,582,051.

    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).