• 13F History

Summit X, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$451M
Signature - Title
Trish Koontz - Chief Compliance Officer
Location
Chesterfield, MO
Summary
This page shows a list of all the recent 13F filings made by Summit X, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit X, LLC reported 218 stock holdings with total value $451M as of Q4 2024. Top holdings included IVV, AAPL, VONG, NVDA, and QUAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 218 $451M +$47.9M -$34M +$13.9M IVV, AAPL, VONG, NVDA, QUAL 13F-HR 2/7/2025, 05:14 PM
Q3 2024 212 $409M +$1.15M -$34.9M -$33.7M IVV, AAPL, VONG, QUAL, NVDA 13F-HR 11/7/2024, 12:01 PM
Q2 2024 235 $445M +$85.3M -$30.5M +$54.8M IVV, AAPL, VONG, NVDA, QUAL 13F-HR 8/13/2024, 01:34 PM
Q1 2024 205 $390M +$86.8M -$71.8M +$15M IVV, AAPL, QUAL, DYNF, DFUS 13F-HR 5/8/2024, 10:26 AM
Q4 2023 187 $351M +$31.2M -$22.3M +$8.92M IVV, AAPL, FBND, QUAL, EFV 13F-HR 2/8/2024, 05:13 PM
Q3 2023 284 $315M +$39M -$120M -$80.9M IVV, AAPL, FBND, QUAL, EFV 13F-HR 11/3/2023, 06:44 PM
Q2 2023 271 $412M +$13.4M -$8.91M +$4.51M IVV, AAPL, FBND, QUAL, EFG 13F-HR 8/9/2023, 06:32 PM
Q1 2023 263 $387M +$126M -$84.2M +$42M IVV, AAPL, FBND, QUAL, EFG 13F-HR 5/10/2023, 05:19 PM
Q4 2022 193 $299M +$36.7M -$36.2M +$568K AAPL, IVV, ESGU, IWD, BND 13F-HR 2/2/2023, 08:27 PM
Q3 2022 245 $337M +$57.3M -$30.4M +$26.9M IVV, AAPL, ESGU, FBND, GOVT 13F-HR 11/1/2022, 07:57 PM
Q2 2022 242 $346M +$25.9M -$12.1M +$13.8M AAPL, IVV, ESGU, IWD, BND 13F-HR 8/12/2022, 09:11 AM
Q1 2022 253 $407M +$37.2M -$23M +$14.2M AAPL, IVV, ESGU, IWD, BND 13F-HR 5/4/2022, 09:37 PM
Q4 2021 257 $428M +$25M -$12.8M +$12.1M AAPL, IVV, IWD, ESGU, BND 13F-HR 1/18/2022, 05:43 PM
Q3 2021 260 $398M +$26.8M -$17.1M +$9.75M AAPL, IWD, IVV, ESGU, AGG 13F-HR 10/19/2021, 01:26 PM
Q2 2021 262 $396M +$20.2M -$12.2M +$8.05M AAPL, IVV, IWD, ESGU, AGG 13F-HR 7/16/2021, 04:54 PM
Q1 2021 261 $364M +$49.6M -$38.9M +$10.7M AAPL, IVV, IWD, ESGU, AGG 13F-HR 5/10/2021, 04:58 PM
Q4 2020 242 $338M AAPL, IVV, ESGU, IWD, AGG 13F-HR 1/29/2021, 09:29 AM
Q3 2020 0 13F-HR 11/12/2020, 04:24 PM
Q2 2020 211 $268M +$65M -$35.7M +$29.3M IVV, AAPL, ESGU, EFG, MA 13F-HR 8/13/2020, 05:23 PM
Q1 2020 190 $212M +$46M -$16.8M +$29.1M IVV, AAPL, GOVT, QUAL, IEFA 13F-HR 5/13/2020, 12:28 PM
Q4 2019 233 $267M +$25.7M -$14.6M +$11.1M IVV, GOVT, AAPL, QUAL, IEFA 13F-HR 1/23/2020, 04:11 PM
Q3 2019 229 $248M +$17.8M -$14.7M +$3.1M IVV, IEFA, GOVT, AAPL, T 13F-HR 10/15/2019, 04:19 PM
Q2 2019 232 $244M +$25.6M -$16.1M +$9.51M IVV, IEFA, GOVT, ITOT, AAPL 13F-HR 8/13/2019, 10:56 AM
Q1 2019 233 $233M +$63.3M -$18.7M +$44.6M IVV, IEFA, AAPL, ITOT, T 13F-HR 5/10/2019, 08:17 PM
Q4 2018 197 $169M +$22.7M -$9.8M +$12.9M IVV, IEFA, SLQD, AAPL, DSL 13F-HR 2/13/2019, 12:21 PM
Q3 2018 217 $202M +$25.4M -$9.12M +$16.3M IVV, AAPL, IEFA, SLQD, T 13F-HR 11/1/2018, 04:06 PM
Q2 2018 207 $179M +$30M -$12.2M +$17.8M IVV, IEFA, AAPL, FDMO, DSL Restatement 9/21/2018, 08:59 PM
Q1 2018 182 $167M +$33.3M -$10.2M +$23.1M IVV, EFAV, AAPL, IEMG, MON 13F-HR 5/23/2018, 10:14 AM
Q4 2017 177 $157M +$18.2M -$7.17M +$11M IVV, EFAV, MON, AAPL, T 13F-HR 1/23/2018, 01:41 PM
Q3 2017 179 $151M +$23.1M -$10.8M +$12.3M IVV, EFAV, MON, AAPL, T 13F-HR 10/17/2017, 03:40 PM
Q2 2017 181 $140M MON, EFAV, IVV, PDI, DSL 13F-HR 8/14/2017, 09:35 AM