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Summit X, LLC: UPS position timeline

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

Summit X, LLC held 0 UPS 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 -43,620 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 43,620 shares
    Change vs previous 13F +23,943 shares

    0.82% of the 13F portfolio, value $4,403,168.

    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 19,677 shares
    Change vs previous 13F +9,509 shares

    0.46% of the 13F portfolio, value $2,164,483.

    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 10,168 shares
    Change vs previous 13F -1,428 shares

    0.28% of the 13F portfolio, value $1,282,837.

    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 11,596 shares
    Change vs previous 13F -587 shares

    0.39% of the 13F portfolio, value $1,586,584.

    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 12,183 shares
    Change vs previous 13F +2,317 shares

    0.38% of the 13F portfolio, value $1,672,335.

    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 9,866 shares
    Change vs previous 13F +755 shares

    0.38% of the 13F portfolio, value $1,466,606.

    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 9,111 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,432,841.

    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).