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BBH TR shares owned by Sontag Advisory

Quarter-by-quarter ownership of BBH TR (BBHL) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in BBH TR

Tip: Access up to 7 years of quarterly data

All positions including BBH TR held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BBH TR by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $755k 47k 16.12

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding BBH TR

Brown Brothers Harriman & Co.
Litman Gregory Asset Management
Warren Averett Asset Management
Black Diamond Financial
Paul Kendrigan
Rockefeller Capital Management
Sontag Advisory
Aspiriant
Spinnaker Trust
HighTower Advisors
Summit Wealth Group Llc / Co
Kathmere Capital Management
Susquehanna International
Diversified Trust Company
Northern Trust

View all funds holding BBH TR