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Summit Trail Advisors, LLC: GS position timeline

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

Summit Trail Advisors, LLC held 19,730 GS 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 19,730 shares
    Change vs previous 13F -812 shares

    0.25% of the 13F portfolio, value $19,954,735.

    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 20,542 shares
    Change vs previous 13F +3,409 shares

    0.25% of the 13F portfolio, value $17,378,174.

    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 17,133 shares
    Change vs previous 13F -3,323 shares

    0.26% of the 13F portfolio, value $15,059,749.

    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 20,456 shares
    Change vs previous 13F +1,282 shares

    0.23% of the 13F portfolio, value $16,290,065.

    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 19,174 shares
    Change vs previous 13F -1,056 shares

    0.23% of the 13F portfolio, value $13,570,551.

    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 20,230 shares
    Change vs previous 13F +14,876 shares

    0.36% of the 13F portfolio, value $11,051,591.

    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 5,354 shares
    Change vs previous 13F +1,882 shares

    0.11% of the 13F portfolio, value $3,065,574.

    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 3,472 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,719,022.

    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).