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Summit X, LLC: PDI position timeline

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

Summit X, LLC held 0 PDI 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 -23,980 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 23,980 shares
    Change vs previous 13F -36,244 shares

    0.08% of the 13F portfolio, value $454,918.

    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 60,224 shares
    Change vs previous 13F +17,904 shares

    0.25% of the 13F portfolio, value $1,192,480.

    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 42,320 shares
    Change vs previous 13F -2,253 shares

    0.17% of the 13F portfolio, value $776,190.

    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 44,573 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $838,466.

    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 44,573 shares
    Change vs previous 13F -3,618 shares

    0.19% of the 13F portfolio, value $838,466.

    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 48,191 shares
    Change vs previous 13F -5,006 shares

    0.24% of the 13F portfolio, value $929,726.

    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 53,197 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $954,939.

    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).