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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

LEO holding history

BNY Mellon Strategic Municipals, Inc. 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.

LEO overviewAll 13F holders of LEOFull Q2 2026 holdings

Shares (Q2 2026)
114,659
Value
$740.7K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of LEO by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026114,659$740.7K<0.1%+31,600+38.0%AddedHolders
Q1 202683,059$522.4K<0.1%+83,059NewHolders