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Summit Trail Advisors, LLC: GM position timeline

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

Summit Trail Advisors, LLC held 38,917 GM 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 38,917 shares
    Change vs previous 13F +3,005 shares

    0.04% of the 13F portfolio, value $2,999,732.

    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 35,912 shares
    Change vs previous 13F +8,081 shares

    0.04% of the 13F portfolio, value $2,675,418.

    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 27,831 shares
    Change vs previous 13F -704 shares

    0.04% of the 13F portfolio, value $2,263,240.

    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 28,535 shares
    Change vs previous 13F +6,161 shares

    0.02% of the 13F portfolio, value $1,739,787.

    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 22,374 shares
    Change vs previous 13F +2,589 shares

    0.02% of the 13F portfolio, value $1,101,010.

    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 19,785 shares
    Change vs previous 13F -10,615 shares

    0.03% of the 13F portfolio, value $930,477.

    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 30,400 shares
    Change vs previous 13F +3,117 shares

    0.06% of the 13F portfolio, value $1,619,382.

    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 27,283 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,223,385.

    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).