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Summit Trail Advisors, LLC: VGSH position timeline

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

Summit Trail Advisors, LLC held 131,669 VGSH 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 131,669 shares
    Change vs previous 13F +42,233 shares

    0.1% of the 13F portfolio, value $7,663,130.

    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 89,436 shares
    Change vs previous 13F -163,288 shares

    0.08% of the 13F portfolio, value $5,235,559.

    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 252,724 shares
    Change vs previous 13F -2,123,621 shares

    0.26% of the 13F portfolio, value $14,842,455.

    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 2,376,345 shares
    Change vs previous 13F +55,328 shares

    1.93% of the 13F portfolio, value $139,847,918.

    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 2,321,017 shares
    Change vs previous 13F -48,740 shares

    2.34% of the 13F portfolio, value $136,429,390.

    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 2,369,757 shares
    Change vs previous 13F +1,865,738 shares

    4.59% of the 13F portfolio, value $139,081,058.

    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 504,019 shares
    Change vs previous 13F +413,153 shares

    1.08% of the 13F portfolio, value $29,323,821.

    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 90,866 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,362,900.

    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).