Current Market Value 536,383,759
Current Holdings 255
Most Recent File Date 2025-08-07
Total Filings on Record 34
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Summit X, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-07 2025-06-30 13F-HR 255 536,384
2025-05-02 2025-03-31 13F-HR 240 475,667
2025-02-07 2024-12-31 13F-HR 218 450,927
2024-11-07 2024-09-30 13F-HR 212 411,168
2024-08-13 2024-06-30 13F-HR 235 445,733
2024-05-08 2024-03-31 13F-HR 207 390,241
2024-02-08 2023-12-31 13F-HR 190 351,507
2023-11-06 2023-09-30 13F-HR 181 314,983
2023-08-10 2023-06-30 13F-HR 271 411,789
2023-05-10 2023-03-31 13F-HR 263 386,891
2023-02-03 2022-12-31 13F-HR 241 345,804
2022-11-02 2022-09-30 13F-HR 246 338,961
2022-08-12 2022-06-30 13F-HR 243 345,551
2022-05-05 2022-03-31 13F-HR 253 407,277
2022-01-19 2021-12-31 13F-HR 258 429,444
2021-10-19 2021-09-30 13F-HR 260 397,584
2021-07-16 2021-06-30 13F-HR 264 395,999
2021-05-10 2021-03-31 13F-HR 261 364,182
2021-01-29 2020-12-31 13F-HR 250 339,296
2020-11-12 2020-09-30 13F-HR 449 6,100,434
2020-08-13 2020-06-30 13F-HR 213 270,472
2020-05-13 2020-03-31 13F-HR 199 214,301
2020-01-23 2019-12-31 13F-HR 236 269,071
2019-10-15 2019-09-30 13F-HR 229 249,407
2019-08-13 2019-06-30 13F-HR 236 244,723
2019-05-13 2019-03-31 13F-HR 243 233,633
2019-02-13 2018-12-31 13F-HR 205 173,395
2018-11-01 2018-09-30 13F-HR 230 203,659
2018-09-22 2018-06-30 13F-HR/A 1 R 208 179,345
2018-08-13 2018-06-30 13F-HR 197 178,295
2018-05-23 2018-03-31 13F-HR 183 166,606
2018-01-23 2017-12-31 13F-HR 181 157,725
2017-10-17 2017-09-30 13F-HR 180 150,864
2017-08-14 2017-06-30 13F-HR 181 140,193