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Summit Trail Advisors, LLC: GEHC position timeline

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

Summit Trail Advisors, LLC held 11,529 GEHC 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 11,529 shares
    Change vs previous 13F -2,481 shares

    0.01% of the 13F portfolio, value $737,973.

    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 14,010 shares
    Change vs previous 13F -1,775 shares

    0.01% of the 13F portfolio, value $997,234.

    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 15,785 shares
    Change vs previous 13F -2,405 shares

    0.02% of the 13F portfolio, value $1,294,686.

    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 18,190 shares
    Change vs previous 13F +6,469 shares

    0.02% of the 13F portfolio, value $1,366,071.

    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 11,721 shares
    Change vs previous 13F +4,987 shares

    0.01% of the 13F portfolio, value $868,176.

    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 6,734 shares
    Change vs previous 13F +800 shares

    0.02% of the 13F portfolio, value $543,501.

    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 5,934 shares
    Change vs previous 13F +1,036 shares

    0.02% of the 13F portfolio, value $463,920.

    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 4,898 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $459,677.

    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).