Filer Snapshot

Summit Equities Inc SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001608062.

Entity Type

Company

Total Filings

20

Latest Filing

13 Nov 2018

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 13 Nov 2018 for CIK 0001608062.

View Source Filing
Business address
4 Campus Drive, Parsippany, NJ, 07054
Top securities (13F)
VTI, VEU, VOE, VTV, GNR, VBR, USCI, VDE, IUSB, VEA, MUB, IUSV, IWB, VCIT, BIV, VWO, IWO, ETP, SCHX, and EPD
State of incorporation
NJ
Fiscal year end
31 December

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Quick Takeaways

  • Summit Equities Inc is an SEC filer tracked under CIK 0001608062.
  • 20 filings are listed on this profile.
  • Common form coverage includes 13F-HR, 13F-HR/A.

What Changed

  • Latest filing: 13F-HR filed on 13 Nov 2018.
  • Report period: 30 Sep 2018.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 13 Nov 2018 for CIK 0001608062.

View Source Filing

Filer Overview

Summit Equities Inc has filed 20 SEC EDGAR filings since 16 May 2014. Common forms include 13F-HR, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for Summit Equities Inc with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2018 30 Sep 2018 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2018 30 Jun 2018 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2018 31 Mar 2018 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Feb 2018 31 Dec 2017 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2017 30 Sep 2017 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2017 30 Jun 2017 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2017 31 Mar 2017 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2017 31 Dec 2016 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2016 30 Sep 2016 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Aug 2016 30 Jun 2016 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2016 31 Mar 2016 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Feb 2016 31 Dec 2015 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2015 30 Sep 2015 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2015 30 Jun 2015 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2015 31 Mar 2015 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Feb 2015 31 Dec 2014 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2014 30 Sep 2014 028-16186
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 14 Aug 2014 30 Jun 2014 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2014 30 Jun 2014 028-16186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2014 31 Mar 2014 028-16186

About this filer

Summit Equities Inc files with the SEC under CIK 0001608062. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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