Position in SGI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,987,836
+$215,489 QoQ
Shares Held
53,948
+27.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SGI Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Mar 31, 2026Summit Trail Advisors, LLC holds $6,923,663 across 5 Furnishings, Fixtures & Appliances names. SGI ranks #1 (57.6% of the industry book) .
All Filings in SGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,987,836 | 53,948 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,772,347 | 42,253 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,089,752 | 48,497 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,665,387 | 24,473 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,643,706 | 27,450 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $269,050 | 4,746 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||