Skip to content
Disclosery

Summit Trail Advisors, LLC: UNM position timeline

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

Summit Trail Advisors, LLC held 24,329 UNM 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 24,329 shares
    Change vs previous 13F -1,929 shares

    0.03% of the 13F portfolio, value $2,175,007.

    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 26,258 shares
    Change vs previous 13F +1,507 shares

    0.03% of the 13F portfolio, value $1,917,617.

    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 24,751 shares
    Change vs previous 13F +474 shares

    0.03% of the 13F portfolio, value $1,918,198.

    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 24,277 shares
    Change vs previous 13F +8,023 shares

    0.03% of the 13F portfolio, value $1,888,260.

    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 16,254 shares
    Change vs previous 13F +5,393 shares

    0.02% of the 13F portfolio, value $1,312,673.

    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 10,861 shares
    Change vs previous 13F +2,767 shares

    0.03% of the 13F portfolio, value $884,737.

    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 8,094 shares
    Change vs previous 13F +2,600 shares

    0.02% of the 13F portfolio, value $591,105.

    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 5,494 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $326,563.

    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).