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Summit Trail Advisors, LLC: NCNO position timeline

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

Summit Trail Advisors, LLC held 122,100 NCNO 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 122,100 shares
    Change vs previous 13F -442 shares

    0.03% of the 13F portfolio, value $1,996,335.

    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 122,542 shares
    Change vs previous 13F +44,731 shares

    0.03% of the 13F portfolio, value $1,835,679.

    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 77,811 shares
    Change vs previous 13F -52,034 shares

    0.03% of the 13F portfolio, value $1,995,074.

    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 129,845 shares
    Change vs previous 13F +54,665 shares

    0.05% of the 13F portfolio, value $3,520,098.

    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 75,180 shares
    Change vs previous 13F +32,067 shares

    0.04% of the 13F portfolio, value $2,102,785.

    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 43,113 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,184,314.

    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 43,113 shares
    Change vs previous 13F -8,636 shares

    0.05% of the 13F portfolio, value $1,447,735.

    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 51,749 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,634,751.

    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).