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Summit X, LLC: XLF position timeline

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

Summit X, LLC held 0 XLF 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 -11,901 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 11,901 shares
    Change vs previous 13F +3,069 shares

    0.12% of the 13F portfolio, value $623,260.

    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 8,832 shares
    Change vs previous 13F +200 shares

    0.09% of the 13F portfolio, value $439,922.

    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 8,632 shares
    Change vs previous 13F +1,193 shares

    0.09% of the 13F portfolio, value $417,191.

    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 7,439 shares
    Change vs previous 13F -350 shares

    0.07% of the 13F portfolio, value $305,822.

    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 7,789 shares
    Change vs previous 13F +1,208 shares

    0.07% of the 13F portfolio, value $320,872.

    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 6,581 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $277,189.

    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).