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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

SSD holding history

Simpson Manufacturing Co., Inc. 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.

SSD overviewAll 13F holders of SSDFull Q2 2026 holdings

Shares (Q2 2026)
3,980
Value
$833.2K
% of portfolio
<0.1%
Quarters held
15
Since Q2 2022
Holdings of SSD by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,980$833.2K<0.1%−194−4.6%ReducedHolders
Q1 20264,174$716.3K<0.1%+936+28.9%AddedHolders
Q4 20253,238$522.8K<0.1%−1,466−31.2%ReducedHolders
Q3 20254,704$787.7K<0.1%+3,013+178.2%AddedHolders
Q2 20251,691$262.6K<0.1%+1,691NewHolders
Q4 20240$00.0%−2,944−100.0%Sold outHolders
Q3 20242,944$563.1K<0.1%−156−5.0%ReducedHolders
Q2 20243,100$522.4K<0.1%−105−3.3%ReducedHolders
Q1 20243,205$657.6K<0.1%−42−1.3%ReducedHolders
Q4 20233,247$642.8K<0.1%+42+1.3%AddedHolders
Q3 20233,205$480.1K<0.1%00.0%UnchangedHolders
Q2 20233,205$443.9K<0.1%−32−1.0%ReducedHolders
Q1 20233,237$354.9K<0.1%+357+12.4%AddedHolders
Q4 20222,880$255.3K<0.1%−25−0.9%ReducedHolders
Q3 20222,905$228.0K<0.1%+515+21.5%AddedHolders
Q2 20222,390$240.0K<0.1%+2,390NewHolders