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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

IX holding history

Orix Corp in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IX overviewAll 13F holders of IXFull Q2 2026 holdings

Shares (Q2 2026)
18,666
Value
$710.0K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of IX by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,666$710.0K<0.1%−148−0.8%ReducedHolders
Q1 202618,814$564.2K<0.1%+18,814NewHolders