13F Filings History of Summit Equities Inc

Latest 13F report
Q3 2018 - 13 Nov 2018
Value $
$601,267,413
Signature - Title
James Carson-Zyats - Senior Compliance Examiner
Location
Parsippany, NJ
Summary
This page shows a list of all the recent 13F filings made by Summit Equities Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Equities Inc reported 40 stock holdings with total value $601,267,413 as of Q3 2018. Top holdings included VTI, VEU, VOE, VTV, and GNR.

Notify me when Summit Equities Inc files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2018 40 $601,267,413 +$6,055,512 -$166,377 +$5,889,135 VTI, VEU, VOE, VTV, GNR 13F-HR 13 Nov 2018, 08:40
Q2 2018 40 $574,601,655 +$2,438,354 -$12,027,476 -$9,589,122 VTI, VEU, VOE, VTV, GNR 13F-HR 31 Jul 2018, 11:02
Q1 2018 37 $575,282,783 +$4,969,401 -$5,931,253 -$961,852 VTI, VEU, VOE, VTV, GNR 13F-HR 11 May 2018, 14:13
Q4 2017 37 $586,641,503 +$16,977,604 -$1,857,320 +$15,120,284 VTI, VEU, VOE, VTV, GNR 13F-HR 20 Feb 2018, 11:36
Q3 2017 34 $543,249,503 +$35,336,310 -$203,526 +$35,132,784 VTI, VEU, VOE, VTV, GNR 13F-HR 13 Nov 2017, 16:08
Q2 2017 31 $487,158,000 +$35,032,873 -$36,237 +$34,996,636 VTI, VEU, VOE, VTV, GNR 13F-HR 14 Aug 2017, 15:18
Q1 2017 25 $446,407,000 +$32,872,805 -$8,378,493 +$24,494,312 VTI, VEU, VOE, VTV, GNR 13F-HR 09 May 2017, 13:59
Q4 2016 25 $403,090,000 +$10,694,908 -$833,381 +$9,861,527 VTI, VEU, VOE, VTV, VBR 13F-HR 10 Feb 2017, 11:45
Q3 2016 21 $383,138,000 +$6,645,536 -$673,670 +$5,971,866 VTI, VEU, VOE, VTV, VBR 13F-HR 14 Nov 2016, 09:26
Q2 2016 21 $362,276,000 +$8,617,563 -$60,895 +$8,556,668 VTI, VEU, VOE, VTV, VBR 13F-HR 04 Aug 2016, 11:31
Q1 2016 21 $343,884,000 +$25,550,787 -$326,677 +$25,224,110 VTI, VEU, VOE, VTV, VBR 13F-HR 06 May 2016, 11:14
Q4 2015 25 $329,083,000 +$15,064,869 -$2,420,911 +$12,643,958 VTI, VEU, VOE, VTV, VBR 13F-HR 17 Feb 2016, 09:28
Q3 2015 21 $306,812,000 +$12,043,197 -$346,396 +$11,696,801 VTI, VEU, VOE, VTV, VBR 13F-HR 16 Nov 2015, 11:53
Q2 2015 22 $330,935,000 +$31,860,692 -$948,841 +$30,911,851 VTI, VEU, VOE, VTV, VDE 13F-HR 14 Aug 2015, 12:40
Q1 2015 22 $303,933,000 +$29,031,765 -$5,671,900 +$23,359,865 VTI, VEU, VTV, VDE, VBR 13F-HR 14 May 2015, 21:10
Q4 2014 23 $281,765,000 +$18,831,650 -$86,878 +$18,744,772 VTI, VEU, VTV, VDE, VBR 13F-HR 17 Feb 2015, 08:05
Q3 2014 20 $264,162,000 $0 VTI, VEU, VDE, VTV, VBR 13F-HR 13 Nov 2014, 14:31
Q2 2014 21 $254,209,000 +$16,375,094 -$22,221 +$16,352,873 VTI, VEU, VDE, VTV, VBR Restatement 14 Aug 2014, 13:06
Q1 2014 21 $226,493,000 $0 VTI, VEU, VDE, VTV, VBR 13F-HR 15 May 2014, 17:45