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Disclosery

Summit X, LLC: WFC position timeline

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

Summit X, LLC held 0 WFC 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 -13,180 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 13,180 shares
    Change vs previous 13F +7,652 shares

    0.2% of the 13F portfolio, value $1,055,980.

    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 5,528 shares
    Change vs previous 13F +1,570 shares

    0.08% of the 13F portfolio, value $396,858.

    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 3,958 shares
    Change vs previous 13F +352 shares

    0.06% of the 13F portfolio, value $278,010.

    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 3,606 shares
    Change vs previous 13F -4,925 shares

    0.05% of the 13F portfolio, value $214,221.

    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 8,531 shares
    Change vs previous 13F +4,640 shares

    0.11% of the 13F portfolio, value $498,600.

    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 3,891 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $225,582.

    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).