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Summit Trail Advisors, LLC: SBAC position timeline

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

Summit Trail Advisors, LLC held 13,490 SBAC 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 13,490 shares
    Change vs previous 13F +3,098 shares

    0.03% of the 13F portfolio, value $2,380,446.

    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 10,392 shares
    Change vs previous 13F -3,875 shares

    0.03% of the 13F portfolio, value $1,788,568.

    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 14,267 shares
    Change vs previous 13F +1,664 shares

    0.05% of the 13F portfolio, value $2,759,681.

    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 12,603 shares
    Change vs previous 13F -2,445 shares

    0.03% of the 13F portfolio, value $2,436,805.

    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 15,048 shares
    Change vs previous 13F +3,794 shares

    0.06% of the 13F portfolio, value $3,533,873.

    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 11,254 shares
    Change vs previous 13F +3,479 shares

    0.08% of the 13F portfolio, value $2,475,994.

    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 7,775 shares
    Change vs previous 13F +2,352 shares

    0.06% of the 13F portfolio, value $1,584,546.

    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 5,423 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,305,317.

    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).