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Disclosery

Summit X, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit X, LLC on IVV, newest first. How the timeline and the estimate are built.

Summit X, LLC held 0 IVV shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -36,430 shares

    13F-HR 0001697729-25-000003 filed by Summit X, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 36,430 shares
    Change vs previous 13F -12,775 shares

    4.22% of the 13F portfolio, value $22,622,303.

    13F-HR 0001085146-25-004667 filed by Summit X, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 49,205 shares
    Change vs previous 13F -2,340 shares

    5.81% of the 13F portfolio, value $27,648,929.

    13F-HR 0001085146-25-002572 filed by Summit X, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 51,545 shares
    Change vs previous 13F -11,279 shares

    6.73% of the 13F portfolio, value $30,343,580.

    13F-HR 0001085146-25-000912 filed by Summit X, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 62,824 shares
    Change vs previous 13F -2,822 shares

    8.36% of the 13F portfolio, value $34,381,414.

    13F-HR 0001085146-24-005417 filed by Summit X, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 65,646 shares
    Change vs previous 13F -6,441 shares

    8.07% of the 13F portfolio, value $35,981,124.

    13F-HR 0001085146-24-003754 filed by Summit X, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 72,087 shares
    Change vs previous 13F -59,035 shares

    9.72% of the 13F portfolio, value $37,914,123.

    13F-HR 0001085146-24-002322 filed by Summit X, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 131,122 shares
    Change vs previous 13F not available

    17.82% of the 13F portfolio, value $62,628,607.

    13F-HR 0001085146-24-000889 filed by Summit X, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).