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SIERRA SUMMIT ADVISORS LLC: GS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIERRA SUMMIT ADVISORS LLC on GS, newest first. How the timeline and the estimate are built.

SIERRA SUMMIT ADVISORS LLC held 2,862 GS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,862 shares
    Change vs previous 13F -9 shares

    0.32% of the 13F portfolio, value $2,894,541.

    13F-HR 0001104659-26-085002 filed by SIERRA SUMMIT 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 2,871 shares
    Change vs previous 13F +172 shares

    0.35% of the 13F portfolio, value $2,428,838.

    13F-HR 0001104659-26-049351 filed by SIERRA SUMMIT 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 2,699 shares
    Change vs previous 13F +85 shares

    0.36% of the 13F portfolio, value $2,372,421.

    13F-HR 0001104659-26-011348 filed by SIERRA SUMMIT 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 2,614 shares
    Change vs previous 13F +5 shares

    0.32% of the 13F portfolio, value $2,081,659.

    13F-HR 0001104659-25-109951 filed by SIERRA SUMMIT 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 2,609 shares
    Change vs previous 13F +85 shares

    0.33% of the 13F portfolio, value $1,846,520.

    13F-HR 0001104659-25-076749 filed by SIERRA SUMMIT 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 2,524 shares
    Change vs previous 13F -26 shares

    0.3% of the 13F portfolio, value $1,378,836.

    13F-HR 0001104659-25-047176 filed by SIERRA SUMMIT 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 2,550 shares
    Change vs previous 13F +1,102 shares

    0.29% of the 13F portfolio, value $1,460,181.

    13F-HR 0001104659-25-012601 filed by SIERRA SUMMIT 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 1,448 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $716,920.

    13F-HR 0001104659-24-117421 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).