Hldgs shares owned by Summit Trail Advisors
Historical chart of Summit Trail Advisors investment in Hldgs
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All positions including Hldgs held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Hldgs by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.0M | 27k | 111.82 |
| 2025-09-30 | $2.3M | 24k | 96.50 |
| 2025-06-30 | $1.5M | 19k | 79.63 |
| 2018-03-31 | $140k | 140k | 1.00 |
| 2017-12-31 | $101k | 1.5k | 69.04 |