SIERRA SUMMIT ADVISORS LLC: DOX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIERRA SUMMIT ADVISORS LLC on DOX, newest first. How the timeline and the estimate are built.
SIERRA SUMMIT ADVISORS LLC held 20,075 DOX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 20,075 sharesChange vs previous 13F +20,075 shares
0.11% of the 13F portfolio, value $1,014,591.
13F-HR 0001104659-26-085002 filed by SIERRA SUMMIT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -7,127 shares
13F-HR 0001104659-25-047176 filed by SIERRA SUMMIT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 7,127 sharesChange vs previous 13F +1,626 shares
0.12% of the 13F portfolio, value $606,793.
13F-HR 0001104659-25-012601 filed by SIERRA SUMMIT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,501 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $481,228.
13F-HR 0001104659-24-117421 filed by SIERRA SUMMIT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).