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Disclosery

SummitTX Capital, L.P.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SummitTX Capital, L.P. on SPY, newest first. How the timeline and the estimate are built.

SummitTX Capital, L.P. held 640,689 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 640,689 shares
    Change vs previous 13F -82,969 shares

    12.62% of the 13F portfolio, value $478,447,325.

    13F-HR 0002052310-26-000002 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 723,658 shares
    Change vs previous 13F +310,993 shares

    15.03% of the 13F portfolio, value $470,623,744.

    13F-HR 0000905148-26-002402 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 412,665 shares
    Change vs previous 13F +274,302 shares

    8.54% of the 13F portfolio, value $281,404,517.

    13F-HR 0000905148-26-000842 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 138,363 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $92,174,663.

    13F-HR 0000905148-25-004050 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).