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Disclosery

Summit X, LLC: IYW position timeline

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

Summit X, LLC held 0 IYW 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 -62,612 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 62,612 shares
    Change vs previous 13F +19,775 shares

    2.02% of the 13F portfolio, value $10,849,145.

    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 42,837 shares
    Change vs previous 13F +253 shares

    1.26% of the 13F portfolio, value $6,016,543.

    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 42,584 shares
    Change vs previous 13F -3,252 shares

    1.51% of the 13F portfolio, value $6,793,460.

    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 45,836 shares
    Change vs previous 13F -2,481 shares

    1.68% of the 13F portfolio, value $6,898,924.

    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 48,317 shares
    Change vs previous 13F +1,955 shares

    1.63% of the 13F portfolio, value $7,287,594.

    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 46,362 shares
    Change vs previous 13F -7,731 shares

    1.6% of the 13F portfolio, value $6,262,514.

    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 54,093 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $6,635,481.

    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).