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Summit Trail Advisors, LLC: SGI position timeline

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

Summit Trail Advisors, LLC held 60,201 SGI 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 60,201 shares
    Change vs previous 13F +6,253 shares

    0.06% of the 13F portfolio, value $4,719,758.

    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 53,948 shares
    Change vs previous 13F +11,695 shares

    0.06% of the 13F portfolio, value $3,987,836.

    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 42,253 shares
    Change vs previous 13F -6,244 shares

    0.07% of the 13F portfolio, value $3,772,348.

    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 48,497 shares
    Change vs previous 13F +24,024 shares

    0.06% of the 13F portfolio, value $4,089,752.

    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 24,473 shares
    Change vs previous 13F -2,977 shares

    0.03% of the 13F portfolio, value $1,665,388.

    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 27,450 shares
    Change vs previous 13F +22,704 shares

    0.05% of the 13F portfolio, value $1,643,706.

    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 4,746 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $269,051.

    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).