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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

SGU holding history

Star Group, L.P. in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SGU overviewAll 13F holders of SGUFull Q2 2026 holdings

Shares (Q2 2026)
2,030,000
Value
$26.1M
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of SGU by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,030,000$26.1M0.3%+8,000+0.4%AddedHolders
Q1 20262,022,000$24.8M0.4%+2,022,000NewHolders