Position in WHR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$399,331
-$8,909 QoQ
Shares Held
7,406
+30.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHR 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. WHR ranks #5 (5.8% of the industry book) .
All Filings in WHR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $399,331 | 7,406 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $408,240 | 5,659 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $499,267 | 6,352 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $604,868 | 5,964 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||