Summit Equities Inc

13F Filings History

Latest 13F report
Q3 2018 - Nov 13, 2018
Value $
$601M
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 $601M as of Q3 2018. Top holdings included VTI, VEU, VOE, VTV, and GNR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2018 40 $601M +$6.06M -$166K +$5.89M VTI, VEU, VOE, VTV, GNR 13F-HR 11/13/2018, 08:40 AM
Q2 2018 40 $575M +$2.44M -$12M -$9.59M VTI, VEU, VOE, VTV, GNR 13F-HR 7/31/2018, 11:02 AM
Q1 2018 37 $575M +$4.97M -$5.93M -$962K VTI, VEU, VOE, VTV, GNR 13F-HR 5/11/2018, 02:13 PM
Q4 2017 37 $587M +$17M -$1.86M +$15.1M VTI, VEU, VOE, VTV, GNR 13F-HR 2/20/2018, 11:36 AM
Q3 2017 34 $543M +$35.3M -$204K +$35.1M VTI, VEU, VOE, VTV, GNR 13F-HR 11/13/2017, 04:08 PM
Q2 2017 31 $487M +$35M -$36.2K +$35M VTI, VEU, VOE, VTV, GNR 13F-HR 8/14/2017, 03:18 PM
Q1 2017 25 $446M +$32.9M -$8.38M +$24.5M VTI, VEU, VOE, VTV, GNR 13F-HR 5/9/2017, 01:59 PM
Q4 2016 25 $403M +$10.7M -$833K +$9.86M VTI, VEU, VOE, VTV, VBR 13F-HR 2/10/2017, 11:45 AM
Q3 2016 21 $383M +$6.65M -$674K +$5.97M VTI, VEU, VOE, VTV, VBR 13F-HR 11/14/2016, 09:26 AM
Q2 2016 21 $362M +$8.62M -$60.9K +$8.56M VTI, VEU, VOE, VTV, VBR 13F-HR 8/4/2016, 11:31 AM
Q1 2016 21 $344M +$25.6M -$327K +$25.2M VTI, VEU, VOE, VTV, VBR 13F-HR 5/6/2016, 11:14 AM
Q4 2015 25 $329M +$15.1M -$2.42M +$12.6M VTI, VEU, VOE, VTV, VBR 13F-HR 2/17/2016, 09:28 AM
Q3 2015 21 $307M +$12M -$346K +$11.7M VTI, VEU, VOE, VTV, VBR 13F-HR 11/16/2015, 11:53 AM
Q2 2015 22 $331M +$31.9M -$949K +$30.9M VTI, VEU, VOE, VTV, VDE 13F-HR 8/14/2015, 12:40 PM
Q1 2015 22 $304M +$29M -$5.67M +$23.4M VTI, VEU, VTV, VDE, VBR 13F-HR 5/14/2015, 09:10 PM
Q4 2014 23 $282M +$18.8M -$86.9K +$18.7M VTI, VEU, VTV, VDE, VBR 13F-HR 2/17/2015, 08:05 AM
Q3 2014 20 $264M VTI, VEU, VDE, VTV, VBR 13F-HR 11/13/2014, 02:31 PM
Q2 2014 21 $254M +$16.4M -$22.2K +$16.4M VTI, VEU, VDE, VTV, VBR Restatement 8/14/2014, 01:06 PM
Q1 2014 21 $226M VTI, VEU, VDE, VTV, VBR 13F-HR 5/15/2014, 05:45 PM