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Summit Trail Advisors, LLC: ALLY position timeline

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

Summit Trail Advisors, LLC held 42,420 ALLY 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 42,420 shares
    Change vs previous 13F +5,220 shares

    0.02% of the 13F portfolio, value $1,949,210.

    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 37,200 shares
    Change vs previous 13F +9,172 shares

    0.02% of the 13F portfolio, value $1,459,353.

    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 28,028 shares
    Change vs previous 13F +3,398 shares

    0.02% of the 13F portfolio, value $1,269,396.

    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 24,630 shares
    Change vs previous 13F +16,191 shares

    0.01% of the 13F portfolio, value $965,485.

    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 8,439 shares
    Change vs previous 13F -2,867 shares

    0.01% of the 13F portfolio, value $328,706.

    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 11,306 shares
    Change vs previous 13F +2,263 shares

    0.01% of the 13F portfolio, value $412,338.

    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 9,043 shares
    Change vs previous 13F +2,096 shares

    0.01% of the 13F portfolio, value $325,651.

    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 6,947 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,258.

    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).